01-1201_GONG ENTERRPISES_Personal Services AgreementPERSONAL SERVICES AGREEMENT
THIS ArpREEMENT is made and entered into this _:4r_day of
200 _� by and between the City of San Juan Capistrano
(hereinafter referred to as the "City") and Gong Enterprises
(hereinafter referred to as "Consultant").
RECITALS:
WHEREAS, City desires to retain the services of Consultant regarding the City's
proposal to provide Engineering/Building Plan Check, Engineering, and Architectural
Services; and
WHEREAS, Consultant is qualified by virtue of experience, training, education
and expertise to accomplish such services.
NOW, THEREFORE, City and Consultant mutually agree as follows:
Section 1. Scope of Work.
The scope of work to be performed by Consultant shall consist of those tasks as
set forth in Exhibit "A," attached and incorporated herein by reference.
Consultant warrants that all of its services shall be performed in a competent,
professional and satisfactory manner and in accordance with the prevalent standards of
its profession.
Section 2. Term.
This Agreement shall commence on the effective date of this Agreement by all
parties. This Agreement shall be for a three-year (3 -year) period of time with two one-
year extensions. Agreement extensions shall be based on staff review of Consultant
performance. The Agreement shall terminate December 31, 2007.
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Section 3. Compensation.
3.1 Consultant contract billings may be submitted on the consultant's
forms and, at a minimum, should contain the following:
Title or project(s)
Purchase order number
Total approved purchase order amount
Amount paid to date
Amount requested
Amount remaining on purchase order
Breakdown of amounts by project type or account number
Total cost to City for Consultant's fees shall not exceed $50,000 per
project proposal for each annual period. The amount stipulated above is not a
guarantee by the City to Consultant that said amount will be received by Consultant.
Rather, it represents the maximum authorization permitted without further Council
approval. Consultant may not, dependent upon availability of projects, receive any
work. The City shall issue purchase orders equal to the anticipated Consultant fees on
a project basis, which shall constitute Consultant's authorization to proceed. Consultant
fees will be billed based on the hourly rate schedule in Exhibit B, up to the stipulated
amount agreed to either as stipulated by the plan check fee schedule in Exhibit A or as
agreed to in writing.
3.2 Method of Payment.
Consultant shall submit monthly invoices, clearly indicating the monthly
period for which the billing is made. These invoices should be submitted to: City of San
Juan Capistrano, Attention: Engineering Department (City Project Manager) 32400
Paseo Adelanto, San Juan Capistrano, CA 92675.
For extra work not part of this Agreement, a written authorization from City
is required prior to Consultant undertaking any extra work.
3.4 Records of Expenses.
Consultant shall keep complete and accurate records of all costs and
expenses incidental to services covered by this Agreement. These records will be
made available at reasonable times to City.
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Section 4. Independent Contractor.
It is agreed that Consultant shall act and be an independent contractor and not
an agent or employee of City, and shall obtain no rights to any benefits which accrue to
City's employees.
Section 5. Limitations Upon Subcontracting and Assignment.
The experience, knowledge, capability and reputation of Consultant, its principals
and employees were a substantial inducement for City to enter into this Agreement.
Consultant shall not contract with any other entity to perform the services required
without written approval of the City. This Agreement may not be assigned, voluntarily or
by operation of law, without the prior written approval of the City. If Consultant is
permitted to subcontract any part of this Agreement by City, Consultant shall be
responsible to City for the acts and omissions of its subcontractor as it is for persons
directly employed. Nothing contained in this Agreement shall create any contractual
relationships between any subcontractor and City. All persons engaged in the work will
be considered employees of Consultant. City will deal directly with and will make all
payments to Consultant.
Section 6. Changes to Scope of Work.
In the event of a change in the Scope of Work provided for in the contract
documents as requested by the City, the Parties hereto shall execute an addendum to
this Agreement setting forth with particularity all terms of the new agreement, including
but not limited to any additional Consultant's fees.
Section 7. Familiarity with Work and Construction Site.
By executing this Agreement, Consultant warrants that: (1) it has investigated
the work to be performed; (2) it has investigated the proposed construction site,
including the location of all utilities, and is aware of all conditions there; and (3) it
understands the facilities, difficulties and restrictions of the work under this Agreement.
Should Consultant discover any latent or unknown conditions materially differing from
those inherent in the work or as represented by City, it shall immediately inform City of
this and shall not proceed with further work under this Agreement until written
instructions are received from the City.
Section 8. Time of Essence.
Time is of the essence in the performance of this Agreement.
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Section 9. Compliance with Law.
Consultant shall comply with all applicable laws, ordinances, codes and
regulations of federal, state and local government.
Section 10. Conflicts of Interest.
Consultant covenants that it presently has no interest and shall not acquire any
interest, direct or indirect, which would conflict in any manner or degree with the
performance of the services contemplated by this Agreement. No person having such
interest shall be employed by or associated with Consultant.
Section 11. Copies of Work Product.
At the completion of the contract period, Consultant shall have delivered to City
at least one (1) copy of any final reports and architectural drawings containing
Consultant's findings, conclusions, and recommendations with any support
documentation. All reports submitted to the City shall be in reproducible format.
All services to be rendered hereunder shall be subject to the direction and
approval of the City.
Section 12. Ownership of Documents.
All reports, information, data and exhibits prepared or assembled by Consultant
in connection with the performance of its services pursuant to this Agreement are
confidential to the extent permitted by law, and Consultant agrees that they shall not be
made available to any individual or organization without prior written consent of the City.
All such reports, information, data, and exhibits shall be the property of the City and
shall be delivered to the City upon demand without additional costs or expense to the
City. The City acknowledges such documents are instruments of Consultant's
professional services.
Section 13. Indemnity.
Consultant agrees to protect, defend and hold harmless City, its elected and
appointed officials and employees from any and all claims, liabilities, expenses or
damages of any nature, including attorneys' fees, for injury or death of any person or
damage to property or interference with use of property and for errors and omissions
committed by Consultant arising out of or in connection with the work, operation or
activities of Consultant, its agents, employees and subcontractors in carrying out its
obligations under this Agreement.
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Section 14. Insurance.
Insurance required herein shall be provided by Admitted Insurers in good
standing with the State of California and having a minimum Best's Guide Rating of A -
Class VII or better.
14.1 Comprehensive General Liability.
Throughout the term of this Agreement, Consultant shall maintain in full
force and effect Comprehensive General Liability coverage in the following minimum
amounts:
$500,000 property damage;
$500,000 injury to one person/any one occurrence/not limited to
contractual period;
$1,000,000 injury to more than one person/any one occurrence/not limited
to contractual period.
14.2 Comprehensive Automobile Liability.
Throughout the term of this Agreement, Consultant shall maintain in full
force and effect Comprehensive Automobile Liability coverage, including owned, hired
and non -owned vehicles in the following minimum amounts:
$500,000 property damage;
$500,000 injury to one person/any one occurrence/not limited to
contractual period;
$1,000,000 injury to more than one person/any one occurrence/not limited
to contractual period
14.3 Worker's Compensation.
If Consultant intends to employ employees to perform services under this
Agreement, Consultant shall obtain and maintain, during the term of this Agreement,
Worker's Compensation Employer's Liability Insurance in the statutory amount as
required by state law.
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14.4 Proof of Insurance Requirements/Endorsement.
Prior to beginning any work under this Agreement, Consultant shall submit
the insurance certificates, including the deductible or self -retention amount, and an
additional insured endorsement to the Consultant's general liability and umbrella liability
policies using ISO form CG 20 10 11 85 (in no event with an edition date later than
1990) to the City's General Counsel for certification that the insurance requirements of
this Agreement have been satisfied.
14.5 Errors and Omissions Coverage
Throughout the term of this Agreement, Consultant shall maintain Errors
and Omissions Coverage (professional liability coverage) in an amount of not less than
One Million Dollars ($1,000,000). Prior to beginning any work under this Agreement,
Consultant shall submit an insurance certificate to the City's General Counsel for
certification that the insurance requirements of this Agreement have been satisfied.
14.6 Notice of Cancel lation/Term Mation of Insurance.
The above policy/policies shall not terminate, nor shall they be cancelled,
nor the coverages reduced, until after thirty (30) days' written notice is given to City,
except that ten (10) days' notice shall be given if there is a cancellation due to failure to
pay a premium.
14.7 Terms of Compensation.
Consultant shall not receive any compensation until all insurance
provisions have been satisfied.
14.8 Notice to Proceed.
Consultant shall not proceed with any work under this Agreement until the
City has issued a written "Notice to Proceed" verifying that Consultant has complied
with all insurance requirements of this Agreement.
Section 15. Termination.
City and Consultant shall have the right to terminate this Agreement without
cause by giving thirty (30) days' advance written notice of termination to the other party
In addition, this Agreement may be terminated for cause by providing ten (10)
days' notice to the other party of a material breach of contract. If the other party does
not cure the breach of contract, then the agreement may be terminated subsequent to
the ten (10) day cure period.
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Section 16. Notice.
All notices shall be personally delivered or mailed to the below listed addresses,
or to such other addresses as may be designated by written notice. These addresses
shall be used for delivery of service of process:
To City: City of San Juan Capistrano
32400 Paseo Adelanto
San Juan Capistrano, CA 92675
Attn: Director of Engineering and Building
To Consultant: Gong Enterprises
7755 Center Avenue, Suite.$ger//oOkh
Huntington Beach, CA 92647
Section 17. Attorneys' Fees.
If any action at law or in equity is necessary to enforce or interpret the terms of
this Agreement, the prevailing party shall be entitled to reasonable attorneys' fees, costs
and necessary disbursements in addition to any other relief to which he may be entitled.
Section 18. Dispute Resolution.
In the event of a dispute arising between the parties regarding performance or
interpretation of this Agreement, the dispute shall be resolved by binding arbitration
under the auspices of the Judicial Arbitration and Mediation Service ("JAMS").
Section 19. Entire Agreement.
This Agreement constitutes the entire understanding and agreement between the
parties and supersedes all previous negotiations between them pertaining to the subject
matter thereof.
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IN WITNESS WHEREOF, the parties hereto have executed this Agreement.
ATTEST:
rg ret R. Monahan, City Clerk
APPROVED AS TO FORM:
John R. ha , ity Attorney
CITY OF SAN JUAN CAPISTRANO
By: UNI,C/ A
CONSULTANT
By:
%fen.,e1 ao 6`�9
EXHIBIT A
32400 PASEO ADELANTO
SAN JUAN CAPISTRANO, CA 92675
(949) 493-1171
(949)493-1053 (FAX)
www.sanjuancapistrano.org
• �/ II(nnnln
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1776
REQUEST FOR PROPOSAL
for
Professional Consulting Services
to
MEMBERS OF THE CITY COUNCIL
DWEL. BAT TE
JOHN S. GELFF
JOHN GREINER
WYATT HART
DAVID M. SWERDLIN
CITY MANAGER
GEORGE SCARBOROUGH
PERFORM AND EXECUTE BUILDING AND ENGINEERING PLAN CHECKING,
GRADING PLAN CHECKING, REVIEW OF GEOTECHNICAL REPORTS, MAP
CHECKING, ENGINEERING AND ARCHITECTURAL SERVICES
GENERAL INFORMATION
It is the intent of the City of San Juan Capistrano, Department of Engineering & Building,
to establish a team of consultants to facilitate both building and engineering plan check,
engineering and architectural services. The services are generally described herein and
are intended to supplement staffs efforts where specific expertise is required or time
constraints necessitate consultant assistance. From the proposals, a team of consultants
will be selected who best represent expertise across the various specialty areas. The team
will become part of a four-year program in which the work load will be spread among the
team members. Work will be parceled out on an as -needed basis, and no specific
guarantee can be given as to the annual fees for consultant usage.
The consultant team will only be modified in the event consultants are dropped from the
list due to corporate changes or it is deemed by the City that additional consultants are
warranted.
INVITATION TO RESPOND
The Cityof San Juan Capistrano is soliciting proposals for professional consulting services.
In general, the tasks identified above and delineated herein are to be performed with
minimum direction and assistance from the City.
Inquiries concerning the RFP should be directed to William M. Huber, Engineering &
Building Director, 32400 Paseo Adelanto, San Juan Capistrano, CA 92675;
(949) 443-6336.
UO USE
Is
San Juan Capistrano: Preserving the Past to Enhance the Future
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Request for Proposal Page 2
SUBMISSION OF PROPOSAL
Proposals may by submitted by mail or hand delivered. Proposals should be delivered to:
William M. Huber, Engineering & Building Director
City of San Juan Capistrano
32400 Paseo Adelanto
San Juan Capistrano, CA 92675
no later than 5:00 p.m., September 21, 2001. Proposals will not be accepted after this
time.
FORM OF PROPOSAL
Consultant proposals shall contain the following:
Statement of qualifications clearly indicating the services in which the firm is
interested;
2. Statement/discussion of services provided, including anticipated turnaround times and
ability of firm to handle requests on an as -needed basis;
Resum6s of key personnel for various service areas;
4. Consultant fee schedules, including hourly rates and proposed flat fees;
5. Completed consultant self rating form included with this request for proposal.
EVALUATION OF PROPOSALS
The City of San Juan Capistrano is interested in selecting consultants who have the
experience and expertise to render plan checking, engineering and architectural services
in a comprehensive and timely manner. Accordingly, the evaluation criteria will consist
primarily of four parts:
1. Consultants' experience
2. Consultants' expertise
3. Consultants' ability to handle volume and meet time frames
4. Consultants' costs
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Request for Proposal Page 3
It is important to the City that you identify the persons you will assign to various functions,
at which office they are assigned and whether they are full-time employees of your firm.
You should also address any conflict of interest that may exist and comment on solutions.
The City of San Juan Capistrano reserves the right to reject any and all proposals.
Nonacceptance of any proposal will not imply criticism of the proposal orthat any proposed
service was deficient. All participating candidates will be notified of the decision reached.
CONSULTANT'S RESPONSIBILITY
The Consultant shall perform the tasks as set forth herein:
A. Building Services
Review construction documents in accordance with the following uniform model
codes as amended by City ordinance:
a. Uniform Building Code -1998 California Building Code
b. Uniform Plumbing Code - 1998 California Plumbing Code
c. Uniform Mechanical Code - 1998 California Mechanical Code
d. National Electrical Code - 1996 Edition
e. California Code of Regulations - Title 24
2. Provide a comprehensive plan review as directed or provide only specified plan
review elements as follows:
a. Structural review and analysis of design and calculations
b. Inspection services
c. Other building services as may be defined
3. Provide geotechnical review and consultation regarding soil problems, features
or events.
B. Engineering/Architectural Services
Review construction documents and subdivision maps in conformance with the
following standards:
a. City of San Juan Capistrano Municipal Code
b. City of San Juan Capistrano and County of Orange applicable design
standards
c. Highway Design Manual standards
d. San Diego Regional Water Quality Control Permit
Request for Proposal Page 4
2. Provide comprehensive plan review or design services as directed for the
following elements:
a. Geotechnical review/design
b. Street improvements
c. Storm drain/hydrology reports/design
d. Traffic/striping improvements
e. Traffic studies
f. Sewer improvements
g. Landscaping improvements
h. Subdivision map checking
i. Structures (i.e., bridges)
j. Inspection services
k. Pavement analysis
I. Architectural design
m. Drafting
n. Water quality design and review
C. Document Transmittal
Pick up and resubmit plans to the City via the Building & Safety Division or
Engineering Division counter.
D. Performance Requirements
1. Plan Check Services
Render and remit a typed plan check correction/clarification list (two copies) to
the Engineering & Building Department within 10 working days from notification
by the City.
2. Engineering/Architectural Services
Complete services in a thorough and efficient manner, on time and within the
approved fee schedule.
Request for Proposal Page 5
E. Fee Schedules
1. Engineering Fees
a. Plan Check
Engineering fees will be determined for plan check services based on the
attached fee schedule. The consultam shall bill on an hourly basis, not to
exceed 75% of the total fee, and fees may be negotiated lower if, in the
determination of the City, a lower fee is warranted.
b. Design/Architectural
Services will be negotiated on a project -by -project basis based on a pre -
agreed scope of work. Payment will be as determined by the City project
manager.
2. Building Fees
a. Plan Check
Total plan check at 80% of base plan check fee paid by applicant not
including any surcharges (base plan check fee). Base plan check fee will be
65% of building permit fee, not including surcharges.
Structural plan check is not to exceed 60% of base plan check fee, not
including any surcharges.
b. Other Services
Services will be negotiated on a project -by -project basis based on a pre -
agreed scope of work. Payment will be as determined by the City project
manager.
F. Maintenance of Records
The consultant will maintain all books, documents, papers, employee time sheets,
accounting records/ledgers and other evidence pertaining to costs incurred and shall
make such materials available at their respective offices at all reasonable times
during the contract period and for three years from the date of final payment for
inspection by the City. The consultant shall furnish copies, if requested.
Request for Proposal Page 6
CITY'S RESPONSIBILITY
The City shall perform the tasks as set forth herein:
A. Establishment of Valuation (Plan Check Services Only)
Assign a valuation to the proposed work in accordance with the appropriate
Engineering or Building Division standards. The City shall collect all fees from the
applicant in connection with the services.
B. Project submittals
City will supply all necessary documentation/specifications, reports, studies,
calculations, etc., to Consultant as is readily available at the City.
C. Coordination
City will serve as project coordinator. On plan checking, the City will be responsible
for notifying the applicant when plans with corrections are available to pick up. The
City will route plans (preliminary/revised) to and from the Consultant.
SELECTION PROCESS
The Selection Committee, comprised of the Engineering & Building Director, Development
Services Manager and two Senior Engineers, will review the proposals submitted.
Candidates will be selected based on the proposals submitted, including qualifications of
staff, proposed fee schedules and ability to handle work load in a timely manner.
Very truly yours,
William M. Huber
Engineering and Building Director
W MH:jt
Attachments 1. Engineering Fees
2. Consultant Self -Rating Form
3. Sample of Personal Services Agreement
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CONSULTANT SELF -RATING FORM
Consultants are asked to rate their expertise in the various fields listed below. The
information will be used by Staff in selecting consultants on specific types of work.
Consultants may rate themselves high on more than one category, but should not rate the
same in more than three categories. Building plan check and Engineering plan check are
considered separate services and should be rated independent of one another.
On a scale of 1 to 10, rate yourself with "I " being your strongest area of expertise and "l 0"
being a competent area of expertise. "N" or no rating will indicate no interest or company
expertise in that field.
BUILDING SERVICES
ENGINEERING SERVICES
Geotechnical Review
Geotechnical Design, Review &
Analysis
Electrical Review and Analysis
Street Improvements
Mechanical Review and Analysis
Storm Drain Improvements &
Hydrology Studies
Plumbing Review and Analysis
Traffic Circulation Studies
Energy Calculations
Traffic/Striping Improvements
Handicapped Provisions
Sewer Facilities Improvements
Inspection Services
Landscaping Improvements
Grading Plans
Subdivision Map Checking
Structures
Inspection Services
Pavement Analysis
Survey
Drafting Services
Water Quality Design and Review
FIRM NAME:
17�-
DATE: .2001
. ENGINEERING FEES is
Ennineerina Documents and Records
- Microfilm/Digital Storage" ..................................... $1.00 per sheet
- Document and Record Retrieval/Research/Review ................. $40.00 per hour
(Minimum Charge - One Hour)
- Digital Ortho Photo Imaging ................................... $500 per foot tile
(Includes $400 per foot tile + 2 hour mim staff time
$50 per hour)
- GIS Information Requests ..................................... As determined by City Engineer
`Each person, firm or corporation shall pay a microfiche or digital' storage fee for permit applications, plans,
specifications, calculations, soils reports, and all pertinent data required to be maintained by state
regulations, per sheet.
Lot Line Adiustment
- Submittal and Processing ................................
$1,750
Man Processing (Due with Map Submittal)
- Tract maps" ...........................................
$1,000, plus $100 per lot
or unit up to 25, plus $50 per lot or
-
unit over 25
- Parcel maps ...........................................
sl000, plus $100 per lot/unit
- Records of survey ......................................
$500, plus $50 per lot
-CC&R's ............................................$500
'Duplicate Mylar Deposit.............................................$20
per sheet
Improvement Plan Processing
Public imoro—Vement plans (Due with Plan Submittal)
- Submittal sT000
- Checking 3% of construction costs
- Hydrology/Hydraulic Studies (0-20 Acres) ...................
$4.50 per o.1 acre ($450 min)
- Hydrology/Hydraulic Studies (Over 20 Acres) ................
$1,200, plus $1 per 0.1 acre
over 20 acres ($4,000 max)
- Sewer Studies (0-20 Acres) ...............................
$4.50 per 0.1 acre ($450 min)
- Sewer Studies (Over 20 Acres) ............................
$1,200, plus $1 per 0.1 acre
over 20 acres ($4,000 max)
Private Improvement Plan Processing (Due w/Plan Submittal)
- Submittal $500
- Checking 3% of construction costs
Map/Plan Processing Administration
Includes the preparation and processing of agreements, .........
3 i% of improvement costs
resolutions, City Council and Commission agenda reports,
($500 min). Payable prior to
presentation to commissions/boards, field investigation
improvement plan approval)
(Does not include advertising & recording fees)
Easements (Modification/Processing) ........................ As determined by City Engineer
(Does not include advertising & recording fees) ($500 min)
Street cut deposit for less than 500 square feet" ............... $500 to $1,000
Street cut deposit - over 500 square feet" .................... As determined by City Engineer
"Refundable Deposit (upon completion of work)
Permit Issuance Fee.....................................$40
Engineering Inspection Fee .................. ...._ .............$50 per hour
Elevation Certificates (FEMA) .............................. $40
Miscellaneous Fees .... ...... ............. As determined by City Engineer
Development Inspections (Due Prior to Plan Approval)
Improvement costs up to $100,000 .......................... 3 112% of improvement costs,
with a minimum of $100
Improvement costs $100,000 and over ......... . ............. $3,500, plus 3% of improve-
ment costs over $100,000
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I.....................$1170 per acre
Sureties and Deposits (Due prior to app, oval of Improvement
per acre
Agreement or Encroachment Permit Issuance, whichever is applicable)
per acre
Faithful performance surety
per acre
(released one year after the notice of completion) .............
100% of construction costs
Labor and material surety
per acre
(released upon the completion of the project) ................
100% of construction costs
Monumentation surety
(released upon the Engineer's certification of work) ...........
100% of monumentation costs
Water surety ............................................
As required by Capistrano —
Valley Water District
Parks & Recreation Fee (*see below)
Fee for 49 units or less
- Single family detached dwelling units ............................. $4,840 per unit
- Attached Units, including duplex, townhomes & apart gnts........... $4,390 per unit
- Mobile Homes $2,877 per unit
Fee for 50 units or more (Land dedication may be................. ... # units x occupancy factor*
substituted for fee) ............................................ x 5 acr/1000 occ x $302,500 acr
*Occupancy Factor,
- Single Family ............................................. 3.2 occiunit
- Attached units, including duplex, townhouse & apartments ........... 2.9 occ/unit
- Mobile Homes 1.8 occlunit
Sewer Capacity Fee (Due Prior to Building Permit)
- Residential .. ......... .. ........................... $3,165 per unit
- Commercial, Industrial, Non -Residential (**see below) .............. $3,165 per 1500 SF of floor
................................................... I . area or fraction thereof
Agricultural Preservation (Due Prior to Building Permit)
- Residential ............................................$500 per unit
-Commercial/Non-Residential................................... $1000 per acre
Drainage Area Fees (*see below)
-L01 ......................
I.....................$1170 per acre
-L02 ............................................$860
per acre
-L03 ..... I ....................................$320
per acre
-L05 ............................................$170
per acre
- M01 ............................................$780
per acre
-L01S02 .....................................'.......$1470
per acre
Advanced Energy Fee (Street Lights) (Due Prior to Plan Approval)
Lamp Size Single Double
7,000 Lumens $90 per light $126.60 per light
20,000 Lumens $126.20 per light $187.50 per light
'Parks & Recreation and Drainage Fees are due prior to Subdivision Map Approval. For properties not requiring
maps, these fees are due prior to Building Permit Issuance.
"Sewer capacity fees are due prior to Building Permit Issuance for any increase in building size.
NOTE: Additional fees may be required by the Building & Safety Division, the Department of Planning
Services & the Capistrano Valley Water District.
Parks & Recreation Sewer and Agricultural Preservation Fees are due prior to
Building Permit Issuance for all Secondary Dwelling Units
Revised 6101; c.\wpwin\wpdocs\other\tees
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GONG WNTERPRISES, INC. 10
CIVIL ENGINEERING/CONSULTANTS TO GOVERNMENTAL AGENCIES
September 19, 2001 D
SEP 2 1 2001
Mr. William M. Huber, Engineering and Building Director
City of San Juan Capistrano
32400 Paseo Adelanto)OF SAN JUAN CAPISTRANO
ENGINEERING DEPARTMENT
San Juan Capistrano, CA 92675
Re: Proposal to provide Professional Consulting Services t^ oerfonn and execute engineering
Plan checking.
Dear Mr. Huber:
Gong Enterprises, Inc. (GEI) is pleased to present this STATEMENT OF QUALIFICATIONS. GEI
is interested in providing plan checking services in Subdivision grading, streets, traffic, signals,
signing and striping, storm drains, hydrology, hydraulics, sewer, water, and Tract Maps. We are
also interested in providing plan checking services for Single -Family Residence (SFR) precise
grading plans.
We believe that we can provide excellent plan check services based on the following:
A. Ken Gong, PE, an owner of GEI has over twenty-one (21) years of local Orange County
experience, with the last twelve years providing plan checking and consultation services to
various agencies.
B. We have significant experience in the review of numerous residential and commercial
development projects.
C. Our plan checking services include both Quality Assurance (QA) and Quality Control (QC).
Quality assurance is to ensure that the plans have been evaluated in a technical standpoint; to
be in substantial compliance with CITY codes and standards. Quality control is to ensure that
the improvement plans have been cross-referenced with other documents to ensure continuity.
D. GEI's philosophy of the role of consultant is to support and advise, and to be an "extension" of
in-house staff.
E. GEI's commitment to meet anticipated time frame goals of ten (10) working days for plan check
turnaround time requirements.
F. GEI has the capacity, flexibility and capabilities to handle the anticipated volume of work on an
"As -Needed" basis.
Mr. Ken Gong will be the responsible contact person at GEI. Ken will personally be involved in the
plan check process and will review and/or oversee every technical document and improvement
plan. All business will be conducted at the Huntington Beach office. Since GEI provides services
primarily to municipalities, there are no professional conflicts of interest with the private sector.
Thank you for your consideration. We are looking forward to providing the very best plan checking
services for you and the CITY OF SAN JUAN CAPISTRANO.
77SS Center Avenue, Suite 800 • Huntington Beach, CA 92647 • Phone: (714) 372-4959 " Fax: (714) 372-4968
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7. FEE SCHEDULE
Effective January 1, 2001 through December 31, 2001
(Prepared for the City of San Juan Capistrano)
CLASSIFICATION
Principal/
Registered Civil Engineer
Non licensed Engineer
Clerical
Blueprints, pickup,
HOURLY RATE
$110.00
$ 95.00
$ 50.00
Cost, plus 10%
EXHIBIT B
GEI agrees to the Engineering fee schedule contained in the RFP dated August 27,2001. GEI
shall bill on a time and material basis, not to exceed 75% of the total fee. Fee may be negotiated
lower, if in the determination of the City a lower fee is warranted.
Fee schedule subject, upon approval by City of San Juan Capistrano.
o8io4i2005 08:48 FAX 7143724968 Gong SanJuanCapistran x002/002
-��+•.� POLICYHOLDER COPY
�7 E AT P.O BOX; 807, SAN FRANCISCO,CA ,94142-0807
COMPiNS0.T1 N :. ,_
'FUNC
CERTIFICATE OF WORKERS' COMPENSATION 9N$URANCE
-ISSUE DATE: 07-01-2005 ¢ GROUP:
POLICY NUMBER: 1268757-2005
` - CERTIFICATE IO: 16
CERTIF.ICAiE� EXPIRES•. 07-01-2006
" 0-01'-2005/07-01-2006
tITYiOF SAN JUAN CAPISTRANO SG
'A TTN:'. DAWN SCRANDERL - DEPUTY CITY CLERIC
32401) P„ASED ADELANTD.-
SAN JUAfif CAPI$TRANO CA92675
This is, to certffjr .that we have issued, a valid Workers' Compensation insurance policy in a form approved by the
California Insurance. Commissioner to the employer named below for the policy period indicated,
This policy is not subject to .cancellation by the Fund except upon 30 days' advance written notice to the employer.
:VVe will also give you 00 disys'-.advance notice should this policy be cancelled prior to its normal expiration.
This caaificate of insurance is. not an insurance policy and does not amend, extend Ar alter the coverage,' afforded
by the pplicles listed herein.. Nowthstanding any requirement, term, or condition of.'any contract or other document
with' resppcY;to' which this, Certificate of insurance. may, hg issued or may pertain, the insurahce afforded by the -
Policies de'sctihed herein is subject'to all the taFms, exclusions and conditions of such policies.
AUTHORIZED- REPRESENTATIVE PRESIDENT
EMPL0YER0S,,XIABILTTY LIMIT INCLUDING DEFENSE C05T9:$1.00,040.00 PER QCCORRENCE.
ENDORSEMENT .4704be ENTITLED CERTIFtCATE HDLOERSl NOTICE,EFFECTIYE.:.07-of-2005 IS ATTACHED TO AND
FORMS A PART OF THIS POLICY.; '.<. `i ..
0
32400 PASEO ADELANTO
SAN JUAN CAPISTRANO, CA 92675
(949) A93-1171
(949) 493-1053 FAX
www.sonjuancapistrano.org
July 22, 2005
Gong Enterprises
7755 Center Avenue Suite 1100
Huntington Beach, CA 92647
MEMBERS OF THE CITY COUNCIL
RE: Compliance with Insurance Requirements — Plan Check Services
J Workers Compensation Certificate 07/01/2005
SAM ALLEVATO
DIANE BATHGATE
WYATt HART
JOE SOTO
DAVID M. SWERDLIN
Please submit updated documentation to the City of San Juan Capistrano, attention City
Clerk's office, 32400 Paseo Adelanto, San Juan Capistrano, CA 92675. If you have any
questions, please contact me at (949) 443-6310.
Sincerely,
Mit i 10i
Deputy Citv Cle
cc: Dawn Schanderl, Administrative Assistant
San Juan Capistrano: Preserving the Past to Enhance the Future
ej Printed W recycled paper
0 0
Certificate of Insurance
1 of I /JM92698
Description of Operations/LocationsNehicles/Restrictions/Special items:
CITY OF SAN JUAN CAPISTRANO AND THE COMMUNITY REDEVELOPMENT AGENCY, ITS ELECTED OR APPOINTED OFFICERS, OFFICIALS, EMPLOYEES AND
VOLUNTEERS ARE INCLUDED AS ADDITIONAL INSURED AS RESPECTS GENERAL LIABILITY ONLY
'Written at aonreoate limits of liabilitv not less than amount shown
Certificate Holder:
THE AGGREGATE LIMIT IS THE TOTAL INSURANCE AVAILABLE FOR CLAIMS PRESENTED
Agency Name and Address:
THIS CERTIFICATE IS ISSUED AS A MATTER OF
Professional Practice
INFORMATION ONLY AND CONFERS NO RIGHTS UPON
Insurance Brokers, Inc.
THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES
265 Bullard, #101
NOT AMEND, EXTEND OR ALTER THE COVERAGE
Fresno, CA 93704-1706
AFFORDED THE POLICIES LISTED BELOW.
San Juan Capistrano, CA 92675
THE EVENT OF CANCELLATION FOR NON-PAYMENT OF PREMIUM IN WHICH CASE 10 DAYS
Insureds Name and Address:
Companies Affording Policies:
Gong Enterprises
A.St. Paul Fire & Marine Insurance Co.
7755 Center Avenue #I 100
e.
Huntington Beach, CA 92647
c.
D
E.
F.
Description of Operations/LocationsNehicles/Restrictions/Special items:
CITY OF SAN JUAN CAPISTRANO AND THE COMMUNITY REDEVELOPMENT AGENCY, ITS ELECTED OR APPOINTED OFFICERS, OFFICIALS, EMPLOYEES AND
VOLUNTEERS ARE INCLUDED AS ADDITIONAL INSURED AS RESPECTS GENERAL LIABILITY ONLY
'Written at aonreoate limits of liabilitv not less than amount shown
Certificate Holder:
THE AGGREGATE LIMIT IS THE TOTAL INSURANCE AVAILABLE FOR CLAIMS PRESENTED
WITHIN THE POLICY FOR ALL OPERATIONS OF THE INSURED.
City of San Juan Capistrano
CANCELLATION:
SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELED BEFORE THE EXPIRATION
Attn: Sam Shoucalr
DATE THEREOF, THE ISSUING COMPANY, ITS AGENTS OR REPRESENTATIVES WILL MAIL 30
32400 Paseo Adelanto
DAYS WRITTEN NOTICE TO THE CERTIFICATE HOLDER NAMED TO THE LEFT, EXCEPT IN
San Juan Capistrano, CA 92675
THE EVENT OF CANCELLATION FOR NON-PAYMENT OF PREMIUM IN WHICH CASE 10 DAYS
NOTICE WILL BE GIVEN.
00
AuthwzW Representative: 1 03/30/05
cc:
U
Policy Number: BKO1937763
Liability Coverage Enhancement —
Architects And Engineers
ENDORSEMENT
THIS ENDORSEMENT CHANGES THE POLICY, PLEASE READ IT CAREFULLY.
This endorsement modifies insurance provided under the following:
LIABILITY COVERAGE PART.
1. The following is added to paragraph 2 of SECTION
11— WHO IS AN INSURED:
I. If you are required to add another person or
organization as an insured under this policy by a
written contract or agreement which is in effect
during the policy period, that person or organization
is an insured. Such person or organization is
referred to in this Coverage Part as an Additional
Insured.
However, such person or organization is not an
insured with respect to any:
(1) "Property damage "to:
(a) Property owned, occupied or used by
the Additional Insured;
(b) Property rented, leased or loaned to,
in the care, custody or control of, or
over which physical control is being
exercised for any purpose by the
Additional Insured; or
(c) "Your work" performed for the
Additional Insured;
(2) "Bodily injury", "property damage", "personal
injury', "advertising injury" which is not caused
in whole or in part by the negligent acts or
omissions of any Named Insured, or the
negligent acts or omissions of anyone directly
or indirectly employed by a Named Insured or
for whose acts a Named Insured may be
liable;
(3) "Bodily injury", "property damage", "personal
injury", or "advertising injury for which such
person or organization has assumed liability in
a contract or agreement, except for liability for
damages that such person or organization
would have in absence of the contract or
agreement; or
0
2. The following is added prior to the final paragraph
of SECTION II —WHO IS AN INSURED:
You are an insured for your participation in any past
or present "unnamed joint venture". However, you
are not an insured if the "unnamed joint venture
has:
a. Direct employees; or
b. Owns, rents, or leases any real or
personal property.
No other member or partner, or their spouses, of
any past or present "unnamed joint venture" is an
insured. This insurance is excess over any "other
insurance" available to you for your participation in
any past or present "unnamed joint venture".
3. The final paragraph of SECTION II — WHO IS AN
INSURED is replaced by the following:
No person or organization is an insured with
respect to the conduct of any current or past
partnership, joint venture (except "unnamed join
venture") or limited liability company this is not
shown as a Named Insured in the Declarations.
4. Paragraph 2 of SECTION III — LIMITS OF
LIABILITY is replaced by the following:
(2). The General Aggregate Limit is that most we
will pay at each of "your premises" listed in the
Schedule of Premises and is the most we will
pay at each of "your projects" for the sum of:
a.
(4) "Bodily injury", "property damage", "personal
injury" or "advertising injury arising out of any
architect's, engineer's or surveyor's rendering
of, or failure to render, any professional b.
services, when such person or organization is
an architect, engineer, or surveyor.
WIN 26 00 00 M Includes copyrighted material of Insurance Services Office with its permission.
Copyright. Insurance Services Offices, Inc., 20DI
Damages under Section I. A. except
damages because of "bodily injury" and
"property damage" included in the
"products completed operations hazard"
and damage to premises rented to you or
temporarily occupied by you with
permission of the owner; and
Medical payments under SECTION 1. B.
Page I of 2
0
5. The following is added to SECTION IV -
CONDITIONS, 5. Other Insurance,
a. Primary Insurance;
In addition, this insurance will be considered
primary to, and non-contributory with, 'other
insurance" issued directly to a person or
organization added as an additional insured
under SECTION II. 2. 1., if you specifically
agree, in that written contract or agreement,
that this insurance must be primary to, and
non-contributory with, such 'other insurance".
This insurance will then be applied as primary
insurance for damages for 'bodily injury",
"property damage", "personal injury" or
"advertising injury" to which this insurance
applies and that are incurred by such person or
organization, and we will not share those
damages with such "other insurance".
6. The following is added to SECTION IV—
CONDITIONS, 8. Transfer Of Rights Of
Recovery Against Others To Us.
We waive any right of recovery we may have
against any person or organization added
under SECTION II. 2.1., for payments we make
because of injury or damage arising out of
.your work" under the written contract or
agreement with such person or organization,
provided that the injury or damage occurs
subsequent to the execution of that written
contract or agreement.
ADDITIONAL INSURED:
0
7. The following are added to SECTION V —
DEFINITIONS:
"Unnamed joint venture" means any joint venture
in which you are a member or partner where:
a. Each and every one of your co -ventures in that
joint venture is an architectural, engineering or
surveying firm; and
b. That joint venture is not named in the Liability
Coverage Part Declarations.
"Your premises" means any premises, site or
location that you own or rent or lease from
others.
"Your project"
Means any premises, site or location at, on, or in
which "your work' is not yet completed;
and
a. Means any premises, site or location at, on, or
in which 'your work" is not yet completed;
and
b. Does not include 'your premises" or any
location listed in the Schedule of Premises.
All other terms of your policy remain the same.
CITY OF SAN JUAN CAPISTRANO, AND THE COMMUNITY REDEVELOPMENT AGENCY, ITS
ELECTED OR APPOINTED OFFICERS, OFFICIALS, EMPLOYEES, VIOLUNTEERS
CVBF 20 09 08 03 Includes copyrighted material of Insurance Services Office with its permission. Page 2 of 2
Copyright, Insurance Services Offices, Inc.. 211111
0
32400 PASEO ADEL NTO
SAN JUAN CAPISTRANO, CA 92675
(949) 493-1171
(949) 493-1053 FAX
www.5anjuancapistrano.org
March 14, 2005
Gong Enterprises
7755 Center Avenue Suite 1100
Huntington Beach, CA 92647
MEMBERS OF THE CIN COUNCIL
RE: Compliance with Insurance Requirements — Plan Check Services
The following insurance document is due to expire:
✓ Professional Liability Certificate 03/25/2005
SAM ALLEVATO
DIANE BATHGATE
WYATT HART
JOE SOTO
DAVID M. SWERDLIN
Please submit updated documentation to the City of San Juan Capistrano, attention City
Clerk's office, 32400 Paseo Adelanto, San Juan Capistrano, CA 92675 by the above
expiration date. If y99 have any questions, please contact me at (949) 443-6309.
Admin
cc: Dawn Schanderl, Administrative Assistant
San Juan Capistrano: Preserving the Past to Enhance the Future
Li Printed o. reryc@a paper
Certificate of Insurance
1 of 1 #M83578
Agency Name and Address:
THIS CERTIFICATE IS ISSUED AS A MATTER OF
Professional Practice
INFORMATION ONLY AND CONFERS NO RIGHTS UPON
Insurance Brokers, Inc.
THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES
265 Bullard, #101
NOT AMEND, EXTEND OR ALTER THE COVERAGE
Fresno, CA 93704-1706
AFFORDED THE POLICIES LISTED BELOW.
Insureds Name and Address:
Gong Enterprises
7755 Center Avenue #1100
Huntington Beach, CA 92647
Com nies Affording Policies:
A. St. Paul Fire & Mazine Insurance Co.
B.C.
D.
E.
F.
COVERAGES: THIS IS TO CERTIFY THAT POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED.
NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR
MAY PERTAIN. THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS, AND CONDITIONS OF SUCH POLICIES.
TYPE OF INSURANCE
POLICY NUMBER
EFF.DATE
EXP.DATE
POLICY LIMITS
A
GENERAL LIABILITY
BKO1937763
09/01/04
09/01/05
General Aggregate: $2.000.000
Commercial General Liability
Products-Com/Ops
❑ Claims Made
Aggregate: $2,000,000
® Occurrence
Personal and Adv. Injury: $1,000,000
❑ Owner's and Contractors
Each Occurrence: $1,000,000
Protective
Fire Dmg. (any one fire): $300,000
El -
A
AUTO LIABILITY
❑ Any Automobile
❑ All Owned Autos
❑ Scheduled Autos
Hired Autos
Combined Single Limit: $1,000,000
Bodily Injury/person: $0
Bodily Injury/accident: $0
Property Damage: $0
BKO1937763
09/01/04
09/01/05
❑X Non -owned Autos
❑ Garage Liability
El
EXCESS LIABILITY
❑ Umbrella Form
❑ Other than Umbrella Form
Each Occurrence:
Aggregate:
WORKERS'
Statutory Limits
COMPENSATION
Each Accident:
AND EMPLOYER'S
LIABILITY
Disease/Policy Limn:
Disease/Employee:
A
PROFESSIONAL
LIABILITY`
QP03805807
03/25/04
03/25/05
Per Claim $1,000,000
Aggregate $1,000,000
$0
Description of Operations/LocationsNehicles/Restrictions/Special items:
ALL OPERATIONS OF THE INSURED INCLUDING PLAN CHECKING SERVICES WITH RESPECT TO COMMERCIAL GENERAL LIABILITY THE CITY OF SAN JUAN
CAPISTRANO IS NAMED AS AN ADDITIONAL NAMED INSURED.
*Written at aagregate limits of liability not less than amount shown.
Certificate Holder:
THE AGGREGATE LIMIT IS WE TOTAL INSURANCE AVAILABLE FOR CLAIMS PRESENTED
WITHIN THE POLICY FOR ALL OPERATIONS OF THE INSURED.
CITY OF SAN JUAN CAPISTRANO
ATTN: MARIA GUEVARA
32400 PASEO ADELANTO
CANCELLATION:
SHOULDANYOFTHE ABOVE DESCRIBED POLICIES BE CANCELED BEFORETHE EXPIRATION
DATE THEREOF, THE ISSUING COMPANY, ITS AGENTS OR REPRESENTATIVES WILL MAIL 30
DAYS WRITTEN NOTICE TO THE CERTIFICATE HOLDER NAMED TO THE LEFT, EXCEPT IN
SAN JUAN CAPISTRANO, CA 92675
THE EVENT OF CANCELLATION FOR NONPAYMENT OF PREMIUM IN WHICH CASE 10 DAYS
NOTICE EN.
onzea 09/15/04
cc:
ST. PAUL FIRE & MARINE FOR
ARCHITECTURE AND ENGINEERING FIRMS
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
This endorsement modifies insurance provided under the following:
BUSINESSOWNERS LIABILITY COVERAGE FORM BP 71 08
1. ADDITIONAL INSURED - -BY CONTRACT, AGREEMENT OR PERMIT (NOTE: MEETS OR EXCEEDS
CG 20 10 11 85)
ADDITIONAL INSURED: City of San Juan Capistrano
Item 5. of Section C. —WHO IS AN INSURED, is deleted and replaced by the following:
Any person or organization (named above) to whom or to which you are obligated by virtue of a written
contract, agreement or permit to provide such insurance as afforded by this policy is an insured, but only
with respect to liability arising out of:
a) "Your work' for that insured by you, including work or operations performed on your behalf for that insured;
b) Permits issued by state or political subdivisions for operations performed by you; or
c) Premises you own, rent, occupy or use.
This provision does not apply unless the written contract or agreement has been executed, or the permit
has been issued, prior to the "bodily injury," "property damage," "personal injury" or "advertising injury."
This provision does not apply to any person or organization included as an insured under Additional
Insured — Vendors.
2, PRIMARY - - NON-CONTRIBUTORY
This insurance is primary and is not additional to or contributing with any other insurance carried by or
for the benefit of Additional Insureds.
3, SEPARATION OF INSUREDS
Except with respect to the Limits of Insurance, and any rights or duties specifically assigned in this policy
to the first Named Insured, this insurance applies:
a) As if each Named Insured were the only Named Insured; and
b) Separately to each insured against whom claim is made or "suit" is brought.
4, NOTICE OF CANCELLATION
If we cancel this policy for any reason other than non-payment of premium, we will mail written notice at
least 30 days before the effective date of cancellation to the Additional Insureds on file with the
Company.
If we cancel this policy for non-payment of premium, we will mail written notice at least 10 days before
the effective date of cancellation to the Additional Insureds on file with the Company.
5. WAIVER OF SUBROGATION
If the insured has rights to recover all or part of any payment we have made under this policy, those
rights are transferred to us. This insurance shall not be invalidated should the Named Insured waive in
writing, prior to a loss, any or all rights of recovery against any party for a loss occurring. However, the
insured must do nothing after a loss to impair these rights. At our request, the insured will bring "suit' or
transfer those rights to us and help us enforce them. This condition does not apply to Medical Expenses
Coverage.
Nothing herein contained shall vary, alter or extend any provision or condition of the Policy other than as above stated.
„
NAMED INSURED: Gong Enterprises POLICY NO: BK01937763
Effective Date: 09/01/04
Expiration Date: 09/01/05
Fidelity and Guarani Insurance Underwriters
e
Mark A. Mangrum
SSUED: September 15, 2004
SEP.15.2004 3:05PM
•
Certificate of Insurance
NO. 503 P.1/3
1 of 1 #M83578
TYPE OF INSURANCE POLICY NUMBER EFF.DATE EXP,DATE
A
GENERAL LIABILITY
Agency Name and Addreew
THIS CERTIFICATE If ISSUED AS A MATTER OF
Professional Practice
INFORMATION ONLY AND CONFERS NO RIGHTS UPON
Insurance Broken, Inc.
THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES
265 Bullard, #101
NOT AMEND, EXTEND OR ALTER THE COVERAGE
Fresno, CA 93704-1706
AFFORDED THE PO CIES LISTED BELOW.
DATE THEREOF, THE ISSUING COMPANY, ITS A6
ENTS ORREPRESENTATWSWILL MAIL 30
Insureds Name and Address;
Companies
A. St. Paul Fire &
A" ng Policies:
Marine Insurance Co.
Gong Enterprises
THE EVENT OF CANCELLATION FOR NON-PAYME
NIT OF PREMIUM IN WHICH CASE 10 DAYS
7755 Center Avenue #1100
c
Huntington Beach, CA 92647
D.
Protective
E.
F.
El
TYPE OF INSURANCE POLICY NUMBER EFF.DATE EXP,DATE
A
GENERAL LIABILITY
BKO1937763
09/01/04
09/01/05
$0
Commercial General 1lability,
$0
ON:
ATPN:MARIA GUEVARA
SHOULD ANY OF THE ABOVE DESCRIBED POLIO
❑ Claims Made
DATE THEREOF, THE ISSUING COMPANY, ITS A6
ENTS ORREPRESENTATWSWILL MAIL 30
32400 PASEO ADELANTO
X) Occurrence
NAMED TO THE LEFT, EXCEPT IN
SAN JUAN CAPISTRANO, CA 92675
THE EVENT OF CANCELLATION FOR NON-PAYME
NIT OF PREMIUM IN WHICH CASE 10 DAYS
[� Ownere and Colmactora
NOTICE N.
B4
Protective
co'
El
A
AUTO LIABILITY
❑ Any Automobile
BK01937763
09/01/04
09/01/05
❑ AN Owned Autos
❑ Scheduled Autos
® Hired Autos
Q Ncn�owned Autos
❑ Garage Liatillity,
Q
EXCESS LIABILITY
❑ umbrella Form
❑ Other than Umbrella Form
WORKERS'
COMPENSATION
AND EMPLOYER'S
LIABILITY
A
PROFESSIONAL
Q 380580
03/25/04
03/25/05
LIABILITY'
FOR THE POLICY PERIOD
POLICY LIMITS
General Aggregate: $2,000,000
Produca-CondOps
Aggregate: $2,000,000
Personal and Adv. INury: $1,000,000
Each Occurrence: $1.000.000
Fire Ding. (any one fire): $300.000
Combined Single Limb.
$1,000.000
Bodily INury/person:
$0
Bodily INury/accldenr.
$0
Property Damage:
$0
Foch Occurrence:
Accident:
se/Polkv Limit,
Per Claim $1,000,000
Aggragate $1,000,100
$0
Description of Operatlons/LocatlonsNehicles/Restrictions/Special Items:
ALL OPERATIONS OF THE INSURED INCLUDING PLAN CHECKING SERVICES WITH RESPECT TO COMMERCIAL GE ERAL LIABILITY THE CITY OF SAN JUAN
CAPISTRANO IS NAMED AS AN ADDITIONAL NAMED INSURED.
'Written .M Ilmifo of Ilohilih, nN Inm than a ,.d nhw..,..
Certitleate Holder:
THE AGGREGATE LIMIT IS THE TOTAL INSUR
AYASABI£ FOR CLAMS PREBENTED
WITHIN THE POLICY FOR ALL OPERATIONS OFE
INSURED.
CITY OF SAN JUAN CAPISTRANO
CANCELM
ON:
ATPN:MARIA GUEVARA
SHOULD ANY OF THE ABOVE DESCRIBED POLIO
Es RE CANCELED BEFORE THE EXPIRATION
DATE THEREOF, THE ISSUING COMPANY, ITS A6
ENTS ORREPRESENTATWSWILL MAIL 30
32400 PASEO ADELANTO
DAYS WRITTEN NOTICE TO THE CERTIFICATE MILDER
NAMED TO THE LEFT, EXCEPT IN
SAN JUAN CAPISTRANO, CA 92675
THE EVENT OF CANCELLATION FOR NON-PAYME
NIT OF PREMIUM IN WHICH CASE 10 DAYS
NOTICE N.
B4
09/15/04
co'
CMA
SEP.15.2004 3:06PM N0.503 P. 213
i
ST. PAUL FIRE & MARINE FOR
ARCHITECTURE AND ENGINEERING FI MS
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE R AD IT CAREFULLY.
This endorsement modifies Insurance provided under the
13USINESSOWNERS LIABILITY COVERAGE FORM BP Yid OB
1. ADDITIONAL INSURED --13Y CONTRACT, AGREEMENT OR PERMIT (NOTE, MEETS OR EXCEEDS
CG 20 10 11 06) j
Item 5, of Section C. —WHO IS AN INSURED, Is deleted and replaced by in following:
Any person or organization (named above) to whom or to which you are obli ated by virtue of a written
contract, agreement or permit to provide such Insurance as afforded by this Icy Is an Insured, but only
with respect to liability arising out of:
a) "Your work' for that insured by you, including work or operations performed on y ur behalf for that Insured;
b) Permits Issued by state or political subdivisions for operations performed by you: or
c) Premises you own, rent, occupy or use.
This provision does not apply unless the written contract or agreement has b' en executed, or the permit
hes been issued, prior to the "badly injury: "property damage.' 'personal Inj ry" or "advertising Injury,"
This provision does not apply to any person or organization Included as an i sured under Additional
Insured — Vendors,
2. PRIMARY -- NON-CONTRIBUTORY
This insurance is primary and Is not additional to or contributing with any oth r insurance carded by or
for the benefit of Additional Insureds.
3, SEPARATION OF INSUREDS
Except with respect to the Limits of Insurance, and any rights or duties spec) cally assigned in this policy
to the first Named Insured, this Insurance applies:
a) As If each Named Insured were the only Named Insured; and
b) Separately to each Insured against whom claim Is made or"suer is brought.
4. NOTICE OF CANCELLATION
If we cancel this policy for any reason other than non-payment of premium, will mail written notice at
least 30 days before the effective date of cancellation to the Additional Insureds on file with the
Company.
If we cancel this policy for non-payment of premium, we will mall written notic at least 10 days before
the effective date of cancellation to the Additional Insureds on file with the party.
5, WAIVER OF SUBROGATION
If the insured has rights to recover all or part of any payment we have made I,
rights are transferred to us. This insurance shall not be Invalidated should the
writing, prior to a loss, any or all rights of recovery against any party for a loss
insured must do nothing after a Toes to impair these rights. At our request, the
transfer those rights to us and help us enforce them. This condition does not
Coverage.
tder this policy, those
Named Insured waive in
occumng. However, the
Insured will bring "suit" or
rpply to Medical Expenses
Nothing herein contained shall vary, alter or extend any provision or condition of the Policy other than as above stated.
SEP.15.2004 3:06PM N0.503 P.3i3
• 46
Fldellty and GuarentLlnaurance underwriters
SeVtember 15. 2004
92400 PASEO ADELANTO
SAN JUAN CAPISTRANO, CA 92675
(949) 4931171
(949) 493-1053 FAx
www.sanjuancapistrano.org
August 24, 2004
Gong Enterprises
7755 Center Avenue Suite 800
Huntington Beach, CA 92647
MEMBERS OF THE CITY COUNCIL
RE: Compliance with Insurance Requirements — Plan Check Services
The following insurance documents are due to expire:
SAM ALLEVATO
DUNE L. BATHGATE
WYATT KART
JOE SOTO
DAVID M. SWERDLIN
✓ General Liability Certificate 09/01/2004 4-
V,
General Liability Endorsement Form naming the City of San Juan ✓ rl"'
Capistrano as additional insured.
✓ Automobile Liability Certificate 09/01/2004
Please submit updated documentation to the City of San Juan Capistrano, attention City
Clerk's office, 32400 Paseo Adelanto, San Juan Capistrano, CA 92675 by the above
expiration dates. If yo have any questions, please contact me at (949) 443-6309.
Secretary
cc: Dawn Schanderl, Administrative Assistant
San Juan Capistrano: Preserving the Past to Enhance the Future
GONG ENTERPRISES, INC.
7755 CENTERAVENUE, #1.100
HUNTINGTON BEACH, CA 92647
(714)372.4959 FAX: (71.4)372.4968
FAX ... FAX ... FAX... FAX... FAX... FAX... FAX... FAX ... FAX ... FAX ... FAX...FAX... FAX..FAX
Date: 16 O
Fax #:
Re: 46�40'.S C.d00�0
NUMBER of sheets (including this cover sheet) = Z
Comments.
Other 11j Zww.
For your Information
Signed by:
Kcc
Gong
Original will not be sent to you.
M W)J-AOLSO
STATE P.0 BOX 807, SAN FRANCISCO,CA 04142-0807
COMPENSATION
INSU'RAN'CE
FUND CERTIFICATE OF WORKERS' COMPENSATION INSURANCE
'.ISSUE DATE 07-01-2004 GROUP:
POLICY NUN18ER. 1256757-2004
" CERTIFICATE ID:, 16
CERTIFICATE EXPIRES: 07-01-2005
07-01'-2064/07-01-2005
'CITY SOF SAN JUAN CAPISTRANO SG
ATTN: DAWN"SCHANDERL - DEPUTY CITY CLERK
32400'PASEO ADELANTO -
SAN JUAN CAPISTRANO.CA 92675
This is to certify that we have issued a valld Worlsers' Compensation insurance policy in a form approved by the
California Insurance Commisslorier;'lo the employer named below for the policy Period indicated.
This policy is not subject to cancellation by the Fund except upon 30 days' advance written notice to the employer.
We will also give you 30 days' advance notice shouio this policybecancelled prior to Its normal expiraGan,
This certificate of insurance is not an inswanca policy and doles noG ameand, extend: or alter the coverage afforded
by the policies listed herein. Notwithstanding any requirement, term, or condition of any contract or other document
with respect to which this certificate of, insurao=. may be issued or may pertain, the insurance afforded, by, the
policies described herein is subject to all the terms. exclusions and conditions of such policies.
AUTHORIZED REPRESENTATIVE PRESIDENT
EMPLOYER'S LIABILITY LIMIT INCLUDING DEFENSE COSTS: 61,000,000.00 PER OCCURRENCE.
ENDORSEMENTN206S ENTITLED CERTIFICATE HOLDERS' NOTICE EFFECTIVE 07-01-2004 IS ATTACHED TO AND
FORMS A PART OF THIS POLICY.
GONG ENTERPRISES, INC GONG ENTERPRISES, INC
7755 CENTER AVE STE 1100 '
HUNT I NGTN BCH CA 92647'.
OGJ17/2004
IREv.3-031 PRINTED:. P0409'
32400 PASEO ADELANTO
SAN JUAN CAPISTRANO, CA 92675
(949) 493-1171
(949) 493-1053 FAX
www.sanjuancapistrano.olg
June 3, 2004
Gong Enterprises
7755 Center Avenue Suite 800
Huntington Beach, CA 92647
� I mlanvMnv¢e
' BrnMHED 1961
1776
MEMBERS OF THE CITY COUNCIL
RE: Compliance with Insurance Requirements — Plan Check Services
The following insurance document is due to expire:
✓ Workers Compensation Certificate 07/01/2004
SAM ALLEVATO
DIANE L. SATHGATE
WYATT HART
JOE SOTO
DAVID M. SWERDLIN
Please submit updated documentation to the City of San Juan Capistrano, attention City
Clerk's office, 32400 Paseo Adelanto, San Juan Capistrano, CA 92675 by the above
expiration date. If;) have any questions, please contact me at (949) 443-6309.
Secretary
cc: Dawn Schanderl, Administrative Assistant
San Juan Capistrano: Preserving the Past to Enhance the Future
•
Certificate of Insurance
C]
1 of I #S75244/M75240
Description of Operations/Locations/Vehicles/Restrictions/Special items:
ALL OPERATIONS OF THE INSURED INCLUDING PLAN CHECKING SERVICES WITH RESPECT TO COMMERCIAL GENERAL LIABILITY THE CITY OF SAN JUAN
CAPISTRANO IS NAMED AS AN ADDITIONAL NAMED INSURED.
'Written at aaareaate limits of liabilitv not less than amount shown
Certificate Halder:
THE AGGREGATE LIMIT IS THE TOTAL INSURANCE AVAILABLE FOR CLAIMS PRESENTED
Agency Name and Address:
Professional Practice
THIS CERTIFICATE IS ISSUED AS A MATTER OF
INFORMATION ONLY AND CONFERS NO RIGHTS UPON
Insurance Brokers, Inc.
THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES
265 Bullard, #101
NOT AMEND, EXTEND OR ALTER THE COVERAGE
Fresno, CA 93704-1706
AFFORDED THE POLICIES LISTED BELOW.
32400 PASEO ADELANTO
DAYS WRITTEN NOTICE TO THE CERTIFICATE HOLDER NAMED TO THE LEFT, EXCEPT IN
Insureds Name and Address:
Gong Enterprises
7755 Center Avenue #I 100
Huntington Beach, CA 92647
Companies Affording Policies:
A St. Paul Fire & Marine Insurance Co.
B.
c
D,
E.
cc'
F.
Description of Operations/Locations/Vehicles/Restrictions/Special items:
ALL OPERATIONS OF THE INSURED INCLUDING PLAN CHECKING SERVICES WITH RESPECT TO COMMERCIAL GENERAL LIABILITY THE CITY OF SAN JUAN
CAPISTRANO IS NAMED AS AN ADDITIONAL NAMED INSURED.
'Written at aaareaate limits of liabilitv not less than amount shown
Certificate Halder:
THE AGGREGATE LIMIT IS THE TOTAL INSURANCE AVAILABLE FOR CLAIMS PRESENTED
WITHIN THE POLICY FOR ALL OPERATIONS OF THE INSURED.
CITY OF SAN JUAN CAPISTRANO
CANCELLATION:
ATTN: MARGARET MGNIHAN
SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELED BEFORE THE EXPIRATION
DATE THEREOF, THE ISSUING COMPANY, ITS AGENTS OR REPRESENTATIVES WILL MAIL 30
32400 PASEO ADELANTO
DAYS WRITTEN NOTICE TO THE CERTIFICATE HOLDER NAMED TO THE LEFT, EXCEPT IN
SAN JUAN CAPISTRANO, CA 92675
THE EVENT OF CANCELLATION FOR NON-PAYMENT OF PREMIUM IN ICH CASE 10 DAYS
NOTICE WILL BE GIVEN.-"
cc'
Authonzetl Rent 04/07/04
0
ST. PAUL FIRE & MARINE FOR
ARCHITECTURE AND ENGINEERING FIRMS
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
This endorsement modifies insurance provided under the following:
BUSINESSOWNERS LIABILITY COVERAGE FORM BP 71 08
1. ADDITIONAL INSURED - -BY CONTRACT, AGREEMENT OR PERMIT (NOTE: MEETS OR EXCEEDS
CG 20 10 11 e5)
ADDITIONAL INSURED: City of San Juan Capistrano
Item 5. of Section C. —WHO IS AN INSURED, is deleted and replaced by the following:
Any person or organization (named above) to whom or to which you are obligated by virtue of a written
contract, agreement or permit to provide such insurance as afforded by this policy is an insured, but only
with respect to liability arising out of:
a) "Your work" for that insured by you, including work or operations performed on your behalf for that insured;
b) Permits issued by state or political subdivisions for operations performed by you; or
c) Premises you own, rent, occupy or use.
This provision does not apply unless the written contract or agreement has been executed, or the permit
has been issued, prior to the "bodily injury," "property damage," "personal injury' or "advertising injury."
This provision does not apply to any person or organization included as an insured under Additional
Insured —Vendors.
2. PRIMARY - - NON-CONTRIBUTORY
This insurance is primary and is not additional to or contributing with any other insurance carried by or
for the benefit of Additional Insureds.
3. SEPARATION OF INSUREDS
Except with respect to the Limits of Insurance, and any rights or duties specifically assigned in this policy
to the first Named Insured, this insurance applies:
a) As if each Named Insured were the only Named Insured; and
b) Separately to each insured against whom claim is made or "suit" is brought.
4. NOTICE OF CANCELLATION
If we cancel this policy for any reason other than non-payment of premium, we will mail written notice at
least 30 days before the effective date of cancellation to the Additional Insureds on file with the
Company.
If we cancel this policy for non-payment of premium, we will mail written notice at least 10 days before
the effective date of cancellation to the Additional Insureds on file with the Company.
5. WAIVER OF SUBROGATION
If the insured has rights to recover all or part of any payment we have made under this policy, those
rights are transferred to us. This insurance shall not be invalidated should the Named Insured waive in
writing, prior to a loss, any or all rights of recovery against any party for a loss occurring. However, the
insured must do nothing after a loss to impair these rights. At our request, the insured will bring "suit" or
transfer those rights to us and help us enforce them. This condition does not apply to Medical Expenses
Coverage.
Nothing herein contained shall vary, alter or extend any provision or condition of the Policy other than as above stated.
NAMED INSURED: Gono Enterprises POLICY NO: BKO1599032
Effective Date: 1 09/01/03 1 Expiration Date: 09101104
APR -09-2004 10:57 AM G NTERPRISES,INC 7143 w7 -a -A 116 8 P.01
GONG ENTERPRISES, INC.
7755 CENTER AVENUE, #1100
HUNTINGTON BEACH, CA 92647
(714)372.4959 FAX: (714)372.4968
FAX ... FAX ... FAX... FAX... FAX... FAX... FAX ... FAX ... FAX ... FAX... FAX... FAX ... FAX..FAX
Date: 4Z9 lo
To: 4f- c% cl'nc.-k 0%ire
�JIQri2
Fax a: 4 = 493 —1053
Re: 4Cra 6/114 r4/1 -
NUMBER of sheets (including this cover sheet) = `-3
Comments: A
Other ,X7jJy //71v�C[ Qd"" �
/ silYL .
For your Information
Signed by: A 11-�
Ken Gong
Original Will not be sent to you.
32400 FASEO ADELANTO
SAN JUAN CAPISTRANO, CA 92675
(949) 4S)3-1171
(949) 493-1053 (FAX)
lvivly sanjuancapislrano. org
February 4, 2004
a
Gong Enterprises
7755 Center Avenue Suite -696'
Huntington Beach, CA 92647
MEMBERS OF THE CITY COUNCIL
DIANE L. BATHGATE
JOHN S. GELFF
MATT HART
JOESOTO
DAVID M. SWERDLIN
INTERIM CITY MANAGER
PAMELAGIBSON
RE: Compliance with Insurance Requirements — Plan Check Services
The following insurance documents are due to expire:
✓ General Liability Certificate 03/25/2004
✓ General Liability Endorsement Form naming the City of San Juan w
Capistrano as additional insured.
✓ Automobile Liability Certificate 03/25/2004
✓ Professional Liability Certificate 03/25/200 0 �
Please submit updated documentation to the City of San Juan Capistrano, ttention City
Clerk's office, 32499 Paseo Adelanto, San Juan Capistrano, CA 92675 by the above
eqp tion dates. � �ou have any questions, please contact me at (949) 443-6309.
Secretary
cc: Dawn Schanderl, Administrative Assistant
San Juan Capistrano: Preserving the Past to Enhance the Future
0 0
Certificate of Insurance
1 of 1 #S75342/M75240
COVERAGES. THIS IS TO CERTIFY THAT POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED.
NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACTOR OTHER DOCUMEN r WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR
TYPE OF INSURANCE POLICY NUMBER EFF.DATE EXP.DATE
j;
GENERAL LIABILITY
Agency Name and Address:
THIS CERTIFICATE IS ISSUED AS A MATTER OF
Professional Practice
INFORMATION ONLY AND CONFERS NO RIGHTS UPON
Insurance Brokers, Inc.
THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES
265 Bullard, #101
NOT AMEND, EXTEND OR ALTER THE COVERAGE
Fresno, CA 93704-1706
AFFORDED THE POLICIES LISTED BELOW.
Combined Single Limit:
$1,000,000
Insureds Name and Address:
Companies Affording Policies:
Gong Enterprises
A.S[. Paul Fire & Marine Insurance Co.
7755 Center Avenue #1100
B.
Each Occurrence:
c.
Huntington Beach, CA 92647
D
Statutory Limits
E.
Protective
F.
Disease/Policy Limit:
COVERAGES. THIS IS TO CERTIFY THAT POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED.
NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACTOR OTHER DOCUMEN r WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR
TYPE OF INSURANCE POLICY NUMBER EFF.DATE EXP.DATE
j;
GENERAL LIABILITY
BKO1599032
09/01/03
09/01/04
$2,000,000
❑X Commercial General Liability
$1,000,000
Each Occurrence:
$1,000,000
Fire Dmg. (any one fire):
❑ Claims Made
Combined Single Limit:
$1,000,000
Bodily Injury/person:
$0
® Occurrence
$0
Property Damage:
$0
Each Occurrence:
❑ Owner's and Contractors
Aggregate:
Statutory Limits
Protective
Disease/Policy Limit:
Disease/Employee:
❑
Per Claim
$1,000,000
Aggregate
A
AUTO LIABILITY
BKO1599032
09/01/03
09/01/04
❑ Any Automobile
❑ All Owned Autos
❑ Scheduled Autos
Hired Autos
❑X Non -owned Autos
❑ Garage Liability
EXCESS LIABILITY
❑ Umbrella Form
❑ Other than Umbrella Form
WORKERS'
COMPENSATION
AND EMPLOYER'S
LIABILITY
A
PROFESSIONAL
QP03805807
03/25/04
03/25/05
LIABILITY"
POLICY LIMITS
General Aggregate:
$2,000,000
Products-Com/Ops
WITHIN THE POLICY FOR ALL OPERATIONS OF THE INSURED.
Aggregate:
$2,000,000
Personal and Adv. Injury:
$1,000,000
Each Occurrence:
$1,000,000
Fire Dmg. (any one fire):
$300,000
Combined Single Limit:
$1,000,000
Bodily Injury/person:
$0
Bodily Injury/accident:
$0
Property Damage:
$0
Each Occurrence:
Aggregate:
Statutory Limits
Each Accident:
Disease/Policy Limit:
Disease/Employee:
Per Claim
$1,000,000
Aggregate
$1,000,000
$0
Description of Operations/Locations/Vehicles/Restrictions/Special items:
CITY OF SAN JUAN CAPISTRANO AND THE COMMUNITY REDEVELOPMENT AGENCY, ITS ELECTED OR APPOINTED OFFICERS, OFFICIALS, EMPLOYEES AND
VOLUNTEERS ARE INCLUDED AS ADDITIONAL INSURED AS RESPECTS GENERAL LIABILITY ONLY
*Written at Roommate limits of linhility not less than amount shown
Certificate Holder.
THE AGGREGATE LIMIT IS THE TOTAL INSURANCE AVAILABLE FOR CLAIMS PRESENTED
WITHIN THE POLICY FOR ALL OPERATIONS OF THE INSURED.
City Of San Juan Capistrano
CANCELLATION:
Alto: Salo Shoucalr
SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELED BEFORE THE EXPIRATION
DATE THEREOF, THE ISSUING COMPANY, ITS AGENTS OR REPRESENTATIVES WILL MAIL 30
32400 Paseo Adelanto
DAYS WRITTEN NOTICE TO THE CERTIFICATE HOLDER NAMED TO THE LEFT, EXCEPT IN
San Juan Capistrano, CA 92675
THE EVENT OF CANCELLATION FOR NON-PAYMENTOF PREMIUM IN WHICH CASE 10 DAYS
NOTIC WILL BE GIVEN.
Auth 'z Represen ve: 04/07/04
cc.
APST. PAUL FIRE & MARINE FOR.
HITECTURE AND ENGINEERING FIRMS
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
This endorsement modifies insurance provided under the following:
LIABILITY COVERAGE FORM BP 71 08
1. ADDITIONAL INSURED - -BY CONTRACT, AGREEMENT OR PERMIT (NOTE: MEETS OR EXCEEDS CG 2010 t 1 s5)
ADDITIONAL INSURED: City of San Juan Capistrano, its elected officials, officers, agents and
employees
Item 5. of Section C. —WHO IS AN INSURED, is deleted and replaced by the following:
Any person or organization (named above) to whom or to which you are obligated by virtue of a written
contract, agreement or permit to provide such insurance as afforded by this policy is an insured, but only
with respect to liability arising out of:
a) "Your work" for that insured by you, including work or operations performed on your behalf for that insured;
b) Permits issued by state or political subdivisions for operations performed by you; or
c) Premises you own, rent, occupy or use.
This provision does not apply unless the written contract or agreement has been executed, or the permit
has been issued, prior to the "bodily injury," "property damage," "personal injury" or "advertising injury."
This provision does not apply to any person or organization Included as an insured under Additional
Insured — Vendors.
2. PRIMARY - - NON-CONTRIBUTORY
This insurance is primary and is not additional to or contributing with any other insurance carried by or
for the benefit of Additional Insureds.
3. SEPARATION OF INSUREDS
Except with respect to the Limits of Insurance, and any rights or duties specifically assigned in this policy to the first Named Insured, this
insurance applies:
a) As if each Named Insured were the only Named Insured; and
b) Separately to each insured against whom claim is made or "suit' is brought.
4. NOTICE OF CANCELLATION
If we cancel this policy for any reason other than non-payment of premium, we will mail written notice at
least 30 days before the effective date of cancellation to the Additional Insureds on file with the Company.
If we cancel this policy for non-payment of premium, we will mail written notice at least 10 days before the effective date of cancellation to the
Additional Insureds on file with the Company.
5. WAIVER OF SUBROGATION
If the insured has rights to recover all or part of any payment we have made under this policy, those rights are transferred to us. This
insurance shall not be invalidated should the Named Insured waive in writing, prior to a loss, any or all rights of recovery against any party for
a loss occurring. However, the insured must do nothing after a loss to impair these rights. At our request, the insured will bring "suit" or
transfer those rights to us and help us enforce them. This condition does not apply to Medical Expenses Coverage.
Nothing herein contained shall vary, alter or extend any provision or condition of the Policy other than as above stated.
NAMED INSURED: Gon Enter rises POLICY NO: BKO1599032
Effective Date: 09/01/03I Expiration Date: 09/01/04
Fi lity and Guaranty Insurance Underwriters
Lind Sa ht a
ISSUED: 04/9/04
. WTHOLDER COPY SG
STATE P.O. BOX 807, SAN FRANCISCO,CA 94142-0807
COMPENSATION
INSURANCE
FUND CERTIFICATE OF WORKERS' COMPENSATION INSURANCE
ISSUE DATE: 07-01-2003 GROUP:
POLICY NUMBER: 1256757-2003
CERTIFICATE ID: 16
CERTIFICATE EXPIRES: 07-01-2004
07-01-2003/07-01-2004
CITY OF SAN JUAN CAPISTRANO SG
ATTN: DAWN SCHANDERL - DEPUTY CITY CLERK
32400 PASEO ADELANTO
SAN JUAN CAPISTRANO CA 92675
This is to certify that we have issued a valid Workers' Compensation insurance policy in a form approved by the
California Insurance Commissioner to the employer named below for the policy period indicated.
This policy is not subject to cancellation by the Fund except upon30days' advance written notice to the employer.
We will also give you 30 days' advance notice should this policy be cancelled prior to its normal expiration.
This certificate of insurance is not an insurance policy and does not amend, extend or alter the coverage afforded
by the policies listed herein.,, Notwithstanding any requirement, term, or condition of any contract or other document
with respect to which this certificate of insurance may be issued or may pertain, the insurance afforded by the
policies described herein is subject to all the terms, exclusions and conditions of such policies.
AUTHORIZED REPRESENTATIVE PRESIDENT
EMPLOYER'S LIABILITY LIMIT INCLUDING DEFENSE COSTS: $1,000,000.00 PER OCCURRENCE.
ENDORSEMENT X2065 ENTITLED CERTIFICATE HOLDERS' NOTICE EFFECTIVE 07 -01 -2003 -IS ATTACHED TO AND
FORMS A PART OF THIS POLICY.
EMPLOYER
GONG ENTERPRISES, INC
7755 CENTER AVE STE 1100
HUNTINGTON BH CA 92647
N
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LEGAL NAME
GOMG ENTERPRISES, INC
•. :vaxurcrw 06-18-2003
0
wivm.sanjuancaptstrano. org
June 24, 2003
Gong Enterprises
7755 Center Avenue, Suite 1100
Huntington Beach, California 92647
E
32400 PASEO APELANTO
SAN JUAN CAPISTRANO, CA 92675
• j{}y.. UT
(949) 493-1171
17 76
(949) 493-1053 (FAX)
JOHN S. GELFF
wivm.sanjuancaptstrano. org
June 24, 2003
Gong Enterprises
7755 Center Avenue, Suite 1100
Huntington Beach, California 92647
E
RE: Compliance with Insurance Requirements - Plan Check Services
The following insurance document is due to expire:
V Workers Compensation Certificate 7/1/2003
Please submit updated documentation to the City of San Juan Capistrano, attention City
Clerk's office, 32400 Paseo Adelanto, San Juan Capistrano, CA 92675 by the above
expiration date. If you have any questions, please contact me at (949) 443-6310.
Sincerely,
Dawn Schanderl
Deputy City Clerk
cc: William Huber, Director of Engineering & Building
Administrative Assistant
DRUG use
n
San Juan Capistrano: Preserving the Past to Enhance the Future
rlll
I961
MEMBERS OF THE OW COUNCIL
DIANELBATHGATE
JOHN S. GELFF
WYATTNART
�
JOE SOTO
DAVID M. SWERDLIN
CITY MANAGER
GEORGESCARBOROUGH
RE: Compliance with Insurance Requirements - Plan Check Services
The following insurance document is due to expire:
V Workers Compensation Certificate 7/1/2003
Please submit updated documentation to the City of San Juan Capistrano, attention City
Clerk's office, 32400 Paseo Adelanto, San Juan Capistrano, CA 92675 by the above
expiration date. If you have any questions, please contact me at (949) 443-6310.
Sincerely,
Dawn Schanderl
Deputy City Clerk
cc: William Huber, Director of Engineering & Building
Administrative Assistant
DRUG use
n
San Juan Capistrano: Preserving the Past to Enhance the Future
Certificate of Insurance
1 of 1 #M60026
COVERAGES: THIS IS TO CERTIFY THAT POLICIE 3 OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED.
NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACTOR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR
TYPE OF INSURANCE POLICY NUMBER EFF.DATE EXP.DATE
A
GENERAL LIABILITY
Agency Name and Address:
THIS CERTIFICATE IS ISSUED AS A MATTER OF
Professional Practice
INFORMATION ONLY AND CONFERS NO RIGHTS UPON
Insurance Brokers, Inc.
THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES
265 Bullard, #101
NOT AMEND, EXTEND OR ALTER THE COVERAGE
Fresno, CA 93704-1513
AFFORDED THE POLICIES LISTED BELOW.
$1,000,000
Bodily Injury/person:
Insureds Name and Address:
Companies Affording Policies:
Gong Enterprises
A.American Manufacturers Mutual Ins*
$0
B.Lumbermens Mutual Casualty Co.*
7755 Center Avenue #1100
C.
Huntington Beach, CA 92647
D
E.
Protective
F.
Dise plo
COVERAGES: THIS IS TO CERTIFY THAT POLICIE 3 OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED.
NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACTOR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR
TYPE OF INSURANCE POLICY NUMBER EFF.DATE EXP.DATE
A
GENERAL LIABILITY
7RE78980502
03/25/03
03/25/04
$2,000,000
Q Commercial General Liability
Each Occurrence:
$1,000,000
Fire Dmg. (any one fire):
$300,000
❑ Claims Made
$1,000,000
Bodily Injury/person:
$0
Bodily Injury/accident:
® Occurrence
Property Damage:
$0
Each Occurrence:
cc:
❑ Owner's and Contractors
Statutory Limits
Eacf�ccident:.g+
Dise PPS/Policy 6m it:
Protective
Dise plo
El
00,000
A re a tV
00,000
A
AUTO LIABILITY
7RE78980502
03/25/03
03/25/04
❑ Any Automobile
❑ All Owned Autos
❑ Scheduled Autos
0 Hired Autos
0 Non -owned Autos
❑ Garage Liability
El
EXCESS LIABILITY
❑ Umbrella Form
❑ Other than Umbrella Form
WORKERS'
COMPENSATION
AND EMPLOYER'S
LIABILITY
B
PROFESSIONAL
QL01685300
03/25/01
03/25/04
LIABILITY*
POLICY LIMITS
General Aggregate:
$2,000,000
Products-Com/Ops
WITHIN THE POLICY FOR ALL OPERATIONS OF THE INSURED.
Aggregate:
$2,000,000
Personal and Adv. Injury: $1,000,000
Each Occurrence:
$1,000,000
Fire Dmg. (any one fire):
$300,000
Combined Single Limit:
$1,000,000
Bodily Injury/person:
$0
Bodily Injury/accident:
$0
Property Damage:
$0
Each Occurrence:
cc:
Aggregate:
Statutory Limits
Eacf�ccident:.g+
Dise PPS/Policy 6m it:
m
Dise plo
Per Cwzii-4
00,000
A re a tV
00,000
mor
7
F
t�
'THE INSURER'$ POLICY PAYMENT OBLIGATIONS ARE BACKED BY A CUT -THROUGH TO NATIONAL INDEMNITY CO., AN 4a + RAT ERKSHIRE HATHAWAY
SUBSIDIARY/ ALL OPERATIONS OF THE INSURED INCLUDING PLAN CHECKING SERVICES P
*Writtan at annrnnnta limits of linhility nn} lace Than mmnl int chmun
Certificate Holder:
THE AGGREGATE LIMIT IS THE TOTAL INSURANCE AVAILABLE FOR CLAIMS PRESENTED
WITHIN THE POLICY FOR ALL OPERATIONS OF THE INSURED.
CITY OF SAN JUAN CAPISTRANO
CANCELLATION:
SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELED BEFORE THE EXPIRATION
ATTN: CITY CLERK'S OFFICE
DATE THEREOF, THE ISSUING COMPANY, ITS AGENTS OR REPRESENTATIVES WILL MAIL 30
32400 PASEO ADELANTO
DAYS WRITTEN NOTICE TO THE CERTIFICATE HOLDER NAMED TO THE LEFT, EXCEPT IN
SAN JUAN CAPISTRANO, CA 92675
THE EVENT OF CANCELLATION FOR NON-PAYMENT OF PREMIUM IN WHICH CASE 10 DAYS
NOTICE WILL BE GIVEN.
Authorized PreseMati e' 03/44/03
cc:
V /
0
0
KEMPER PREMIER ENDORSEMENT FOR
ARCHITECTURE AND ENGINEERING FIRMS
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT
CAREFULLY.
This endorsement modifies insurance provided under the following:
BUSINESSOW NERS LIABILITY COVERAGE FORM BP 71 08
1. ADDITIONAL INSURED - -BY CONTRACT, AGREEMENT OR PERMIT
ADDITIONAL INSURED: City of San Juan Capistrano and the Community Redevelopment Agency, its elected
or appointed officers, officials, employees and volunteers
Item 5. of Section C. —WHO IS AN INSURED, is deleted and replaced by the following:
Any person or organization (named above) to whom or to which you are obligated by virtue of a
written
contract, agreement or permit to provide such insurance as afforded by this policy is an insured, but
only
with respect to liability arising out of:
a) "Your work" for that insured by you, including work or operations performed on your behalf for that
insured;
b) Permits issued by state or political subdivisions for operations performed by you; or
c) Premises you own, rent, occupy or use.
This provision does not apply unless the written contract or agreement has been executed, or the
permit
has been issued, prior to the "bodily injury,' "property damage," "personal injury" or "advertising
injury."
This provision does not apply to any person or organization included as an insured under Additional
Insured — Vendors.
(NOTE: MEETS OR EXCEEDS CG 20 10 11 85)
2. PRIMARY - - NON-CONTRIBUTORY
This insurance is primary and is not additional to or contributing with any other insurance carried by
or
for the benefit of Additional Insureds.
3. SEPARATION OF INSUREDS
Except with respect to the Limits of Insurance, and any rights or duties specifically assigned in this
policy to the first Named Insured, this insurance applies:
a) As if each Named Insured were the only Named Insured; and
b) Separately to each insured against whom claim is made or "suit" is brought.
4. NOTICE OF CANCELLATION
If we cancel this policy for any reason other than non-payment of premium, we will mail written
notice at
least 30 days before the effective date of cancellation to the Additional Insureds on file with the
Company.
If we cancel this policy for non-payment of premium, we will mail written notice at least 10 days
before the effective date of cancellation to the Additional Insureds on file with the Company.
5. WAIVER OF SUBROGATION
If the insured has rights to recover all or part of any payment we have made under this policy, those
rights are transferred to us. This insurance shall not be invalidated should the Named Insured
waive in writing, prior to a loss, any or all rights of recovery against any party for a loss occurring.
However, the insured must do nothing after a loss to impair these rights. At our request, the
insured will bring "suit' or transfer those rights to us and help us enforce them. This condition does
not apply to Medical Expenses Coverage.
Nothing herein contained shall vary, alter or extend any provision or condition of the Policy other than as above
stated.
AMERICAN MANUFACTURERS MUTUAL INSURANCE COMPANY
C
Authorized Signature: Linda Sasashima
ISSUED: March 24, 2003
•
32400 PASEO ADELANTO
SAN JUAN CAPISTRANO, CA 92675
(949) 493-1171
(949) 493-1053 (FAX)
IVIVIV.sanjuancapistrano. org
March 10, 2003
Gong Enterprises
7755 Center Avenue, Suite 800
Huntington Beach, CA 92647
11(1111111(1
(sllnnitl I 1961
1776
MEMBERS OF THE CITY COUNCIL
DIANE L BATHGATE
JOHN S. GELFF
WYATT HART
JOESOTO
DAVID M. SWERDLIN
CITY MANAGER
GEORGESCARBOROUGH
RE: Compliance with Insurance Requirements - Plan Check Services
The following insurance documents are due to expire:
Y General Liability Certificate 3/25/2003
General Liability Endorsement naming the City of San Juan Capistrano as
additional insured.
V Automobile Liability Certificate 3/25/2003
V Professional Liability Certificate 3/25/2003
Please submit updated documentation to the City of San Juan Capistrano, attention City
Clerk's office, 32400 Paseo Adelanto, San Juan Capistrano, CA 92675 by the above
expiration dates. If you have any questions, please contact me at (949) 443-6310.
Sincerely,
AMS// /
Dawn Schanderl
Deputy City Clerk
cc: William Huber, Director of Engineering & Building
Michelle Noreillie, Administrative Assistant
M— use
1a
San Juan Capistrano: Preserving the Past to Enhance the Future
• SIFICATE HOLDER COPY
STATE P.O. BOX 420807, SAN FRANCISCO, CA 94142-0807
'• COMPENSATION
INSURANCE
FUND CERTIFICATE OF WORKERS' COMPENSATION INSURANCE
AUGUST 15, 2002 GROUP:
POLICY NUMBER: 1256757-2002
CERTIFICATE ID: 16
CERTIFICATE EXPIRES: 07-01-2003
07-01-2002/07-01-2003
CITY OF SAN JUAN CAPISTRANO
ATTN: DAWN SCHANDERL - DEPUTY CITY CLERK
32400 PASEO ADELANTO
SAN JUAN CAPISTRANO CA 926 75
This is to certify that we have issued a valid Worker's Compensation insurance policy in a form approved by the California
Insurance Commissioner to the employer named below for the policy period indicated.
This policy is not subject to cancellation by the Fund except upon 30 days advance written notice to the employer.
We will also give you 30 days advance notice should this policy be cancelled prior to its normal expiration.
This certificate of insurance is not an insurance policy and does not amend, extend or alter the coverage afforded by the
policies listed herein. Notwithstanding any requirement, term or condition of any contract or other document with
respect to which this certificate of insurance may be issued or may pertain, the insurance afforded by the policies
described herein is subject to all the terms, exclusions, and conditions, of such policies.
AUTHORIZED REPRESENTATIVE PRESIDENT
EMPLOYER'S LIABILITY LIMIT INCLUDING DEFENSE COSTS: $1,000,000 PER OCCURRENCE
ENDORSEMENT #2065 ENTITLED CERTIFICATE HOLDERS' NOTICE EFFECTIVE 07-01-2002 IS
ATTACHED TO AND FORMS A PART OF THIS POLICY.
EMPLOYER
GONG ENTERPRISES, INC
7755 CENTER AVE STE 1100
HUNTINGTON BH CA 92647
SCIF 10265 rEPF-UI: MD 1
•
32400 PASEO ADELANTO
SAN JUAN CAPISTRANO, CA 92675
(949) 493-1171
(949) 493-1053 (FAX)
www.sanjuancapistrano.org
June 14, 2002
Gong Enterprises
7755 Center Avenue, Suite 800
Huntington Beach, CA 92647
1</ m�onulm
muu�wn 1961
1776
MEMBERS OF THE CITY COUNCIL
DIANE L. BATHGATE
COLLENE CAMPBELL
JOHN S. GELFF
WYATT HART
DAVID M. SWERDLIN
CITY MANAGER
GEORGE SCARBOROUGH
RE: Compliance with Insurance Requirements - Plan Check Services
The following insurance document is due to expire:
I Workers Compensation Certificate 7/1/2002
Please submit updated documentation to the City of San Juan Capistrano, attention City
Clerk's office, 32400 Paseo Adelanto, San Juan Capistrano, CA 92675 by the above
expiration date. If you have any questions, please contact me at (949) 443-6310.
Sincerely,
Dawn M. Schanderl
Deputy City Clerk
cc: William Huber, Director of Engineering & Building
Michelle Noreillie, Adminsitrative Assistant
San Juan Capistrano: Preserving the Past to Enhance the Future
0 0
Certificate of Insurance
1 of 1 NM47971
COVERAGES: THIS IS TO CERTIFY THAT POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED.
AAY PERTAIN. THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL T •TERMS, EXCLUSIONS,
CONDITIONS
O l SUCH
VO V V VSV V„
HE TERMS. EXCLUSIONS, AND CONDITIONS OF SUCH POLICIES.
TYPE OF INSURANCE POLICY NUMBER EFF.DATE EXP.DATE POLICY LIMITS
A
GENERAL LIABILITY
7RE78980501
Agency Name and Address:
THIS CERTIFICATE IS ISSUED AS A MATTER OF
Professional Practice
❑X Commercial General Liability
INFORMATION ONLY AND CONFERS NO RIGHTS UPON
Insurance Brokers, Inc.
Fire Ding. (any one fire):
THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES
265 Bullard, //101
$1,000,000
NOT AMEND, EXTEND OR ALTER THE COVERAGE
Fresno, CA 93704-1513
Bodily Injury/accident:
AFFORDED THE POLICIES LISTED BELOW.
Property Damage:
gs
Insureds Name and Address:
Companies Affording Policies:
A American Manufacturers Mutual Ins.
Gong Enterprises
rn
B.Lumbermens Mutual Casualty Company
7755 Center Avenue 1/1100
Each Occurr'_;_,
G
Huntington Beach, CA 92647
s
D.
N
El
E.
Disease/Policy Limit:
F.
AUTO LIABILITY
7RE78980501
COVERAGES: THIS IS TO CERTIFY THAT POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED.
AAY PERTAIN. THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL T •TERMS, EXCLUSIONS,
CONDITIONS
O l SUCH
VO V V VSV V„
HE TERMS. EXCLUSIONS, AND CONDITIONS OF SUCH POLICIES.
TYPE OF INSURANCE POLICY NUMBER EFF.DATE EXP.DATE POLICY LIMITS
A
GENERAL LIABILITY
7RE78980501
03/25/02
03/25/03
$2,000,000
❑X Commercial General Liability
Each Occurrence:
$1,000,000
Fire Ding. (any one fire):
$300,000
❑ Claims Made
$1,000,000
Bodily Injury/person:
$0
Bodily Injury/accident:
® Occurrence
Property Damage:
gs
c
N
❑ Owner's and Contractors
rn
N m
Each Occurr'_;_,
Protective
Aggregate: c -i
s
Statutory Limits
N
El
Disease/Policy Limit:
A
AUTO LIABILITY
7RE78980501
03/25/02
03/25/03
$1,000,000
❑ Any Automobile
$0
❑ All Owned Autos
❑ Scheduled Autos
0 Hired Autos
0 Non -owned Autos
❑ Garage Liability
EXCESS LIABILITY
❑ Umbrella Form
❑ Other than Umbrella Form
WORKERS'
COMPENSATION
AND EMPLOYER'S
LIABILITY
g
PROFESSIONAL
QL01685300
03/25/01
03/25/04
LIABILITY'
General Aggregate:
$2,000,000
Products-Com/Ops
WITHIN THE POLICY FOR ALL OPERATIONS OF THE INSURED.
Aggregate:
$2,000,000
Personal and Adv. Injury: $1,000,000
Each Occurrence:
$1,000,000
Fire Ding. (any one fire):
$300,000
Combined Single Limit:
$1,000,000
Bodily Injury/person:
$0
Bodily Injury/accident:
$&_
Property Damage:
gs
c
N
rn
N m
Each Occurr'_;_,
p
Aggregate: c -i
s
Statutory Limits
N
Each Accident:
Disease/Policy Limit:
Disease/ Employee:
Per Claim
$1,000,000
Aggregate
$1,000,000
$0
Description of Operations/LocationsNehicles/Restrictions/Special items:
CITY OF SAN JUAN CAPISTRANO AND THE COMMUNITY REDEVELOPMENT AGENCY, ITS ELECTED OR APPOINTED OFFICERS, OFFICIALS, EMPLOYEES AND
VOLUNTEERS ARE INCLUDED AS ADDITIONAL INSURED AS RESPECTS GENERAL LIABILITY ONLY
'Written at aggregate limits of liability not less than amount shown.
Certificate Holder:
THE AGGREGATE LIMIT IS THE TOTAL INSURANCE AVAILABLE FOR CLAIMS PRESENTED
WITHIN THE POLICY FOR ALL OPERATIONS OF THE INSURED.
City of San Juan Capistrano
CANCELLATION:
Atm: Sam Sl10llCalr
SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELED BEFORE THE EXPIRATION
DATE THEREOF, THE ISSUING COMPANY, ITS AGENTS OR REPRESENTATIVES WILL MAIL 30
32400 Paseo Adelanto
DAYS WRITTEN NOTICE TO THE CERTIFICATE HOLDER NAMED TO THE LEFT, EXCEPT IN
San Juan Capistrano, CA 92675
THE EVENT OF CANCELLATION FOR NONPAYMENT OF PREMIUM IN WHICH CASE 10 DAYS
NOTICE WILL BE GIVEN.
Authorized entative: 03/21/02
0
0
KEMPER PREMIER ENDORSEMENT FOR
ARCHITECTURE AND ENGINEERING FIRMS
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT
CAREFULLY.
This endorsement modifies insurance provided under the following:
BUSINESSOWNERS LIABILITY COVERAGE FORM BP 71 08
1. ADDITIONAL INSURED - -BY CONTRACT, AGREEMENT OR PERMIT
ADDITIONAL INSURED: City of San Juan Capistrano and the Community Redevelopment Agency, its elected
or a ointed officers, officials, employees and volunteers
Item 5. of Section C. —WHO IS AN INSURED, is deleted and replaced by the following:
Any person or organization (named above) to whom or to which you are obligated by virtue of a
written
contract, agreement or permit to provide such insurance as afforded by this policy is an insured, but
only
with respect to liability arising out of:
a) "Your work" for that insured by you, including work or operations performed on your behalf for that
insured;
b) Permits issued by state or political subdivisions for operations performed by you; or
c) Premises you own, rent, occupy or use.
This provision does not apply unless the written contract or agreement has been executed, or the
permit
has been issued, prior to the "bodily injury," "property damage," "personal injury" or "advertising
injury."
This provision does not apply to any person or organization included as an insured under Additional
Insured —Vendors.
(NOTE: MEETS OR EXCEEDS CG 20 10 11 85)
2. PRIMARY - - NON-CONTRIBUTORY
This insurance is primary and is not additional to or contributing with any other insurance carried by
or
for the benefit of Additional Insureds.
3. SEPARATION OF INSUREDS
Except with respect to the Limits of Insurance, and any rights or duties specifically assigned in this
policy to the first Named Insured, this insurance applies:
a) As if each Named Insured were the only Named Insured; and
b) Separately to each insured against whom claim is made or "suit" is brought.
4. NOTICE OF CANCELLATION
If we cancel this policy for any reason other than non-payment of premium, we will mail written
notice at
least 30 days before the effective date of cancellation to the Additional Insureds on file with the
Company.
If we cancel this policy for non-payment of premium, we will mail written notice at least 10 days
before the effective date of cancellation to the Additional Insureds on file with the Company.
5. WAIVER OF SUBROGATION
E
If the insured has rights to recover all or part of any payment we have made under this policy, those
rights are transferred to us. This insurance shall not be invalidated should the Named Insured
waive in writing, prior to a loss, any or all rights of recovery against any party for a loss occurring.
However, the insured must do nothing after a loss to impair these rights. At our request, the
insured will bring "suit" or transfer those rights to us and help us enforce them. This condition does
not apply to Medical Expenses Coverage.
Nothing herein contained shall vary, alter or extend any provision or condition of the Policy other than as above
stated.
AMERICAN MANUFACTURERS MUTUAL INSURANCE COMPANY
ALkhorized Signature: Rita Scott
ISSUED: March 21, 2002
0 9
Certificate of Insurance
1 of 1 #M47971
Description of Operations/LocationsNehicles/Restrictions/Special items:
CITY OF SAN JUAN CAPISTRANO AND THE COMMUNITY REDEVELOPMENT AGENCY, ITS ELECTED OR APPOINTED OFFICERS, OFFICIALS, EMPLOYEES AND
VOLUNTEERS ARE INCLUDEDED AS ADDITIONAL INSUREDS AS RESPECTS GENERAL LIABILITY REGARDING ALL OPERATIONS OF THE NAMED INSURED
*Written at aciarecate limits of liabilitv not less than amount shown.
Certificate Holder.
THE AGGREGATE LIMIT IS THE TOTAL INSURANCE AVAILABLE FOR CLAIMS PRESENTED
Agency Name and Address:
THIS CERTIFICATE IS ISSUED AS A MATTER OF
Professional Practice
INFORMATION ONLY AND CONFERS NO RIGHTS UPON
Insurance Brokers, Inc.
THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES
265 Bullard, #101
NOT AMEND, EXTEND OR ALTER THE COVERAGE
Fresno, CA 93704-1513
AFFORDED THE POLICIES LISTED BELOW.
San Juan Capistrano, CA 92675
THE EVENT OF CANCELLATION FOR NON-PAYMENT OF PREMIUM IN WHICH CASE 10 DAYS
Insureds Name and Address:
Gong Enterprises
7755 Center Avenue #I 100
Huntington Beach, CA 92647
Companies Affording Policies:
AAmerican Manufacturers Mutual Ins.
B.Lumbermens Mutual Casualty Company
c
D.
E.
F.
Description of Operations/LocationsNehicles/Restrictions/Special items:
CITY OF SAN JUAN CAPISTRANO AND THE COMMUNITY REDEVELOPMENT AGENCY, ITS ELECTED OR APPOINTED OFFICERS, OFFICIALS, EMPLOYEES AND
VOLUNTEERS ARE INCLUDEDED AS ADDITIONAL INSUREDS AS RESPECTS GENERAL LIABILITY REGARDING ALL OPERATIONS OF THE NAMED INSURED
*Written at aciarecate limits of liabilitv not less than amount shown.
Certificate Holder.
THE AGGREGATE LIMIT IS THE TOTAL INSURANCE AVAILABLE FOR CLAIMS PRESENTED
WITHIN THE POLICY FOR ALL OPERATIONS OF THE INSURED.
City of San Juan Capistrano
CANCELLATION:
Dawn M Schanderl
SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELED BEFORE THE EXPIRATION
DATE THEREOF, THE ISSUING COMPANY, ITS AGENTS OR REPRESENTATIVES WILL MAIL SD
32400 Paseo Adelanto
DAYS WRITTEN NOTICE TO THE CERTIFICATE HOLDER NAMED TO THE LEFT, EXCEPT IN
San Juan Capistrano, CA 92675
THE EVENT OF CANCELLATION FOR NON-PAYMENT OF PREMIUM IN WHICH CASE 10 DAYS
NOTICE WILL BE GIVEN.
Authanze resent five: 03/21/02
0 0
KEMPER PREMIER ENDORSEMENT FOR
ARCHITECTURE AND ENGINEERING FIRMS
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT
CAREFULLY.
This endorsement modifies insurance provided under the following:
BUSINESSOW NERS LIABILITY COVERAGE FORM BP 71 08
1. ADDITIONAL INSURED - -BY CONTRACT, AGREEMENT OR PERMIT
Agency,
or a000inted officers. officials. emolovees and
Item 5. of Section C. —WHO IS AN INSURED, is deleted and replaced by the following:
Any person or organization (named above) to whom or to which you are obligated by virtue of a
written
contract, agreement or permit to provide such insurance as afforded by this policy is an insured, but
only
with respect to liability arising out of:
a) "Your work" for that insured by you, including work or operations performed on your behalf for that
insured;
b) Permits issued by state or political subdivisions for operations performed by you; or
c) Premises you own, rent, occupy or use.
This provision does not apply unless the written contract or agreement has been executed, or the
permit
has been issued, prior to the "bodily injury," "property damage," "personal injury" or "advertising
injury."
This provision does not apply to any person or organization included as an insured under Additional
Insured — Vendors.
(NOTE: MEETS OR EXCEEDS CG 20 10 11 85)
2. PRIMARY - - NON-CONTRIBUTORY
This insurance is primary and is not additional to or contributing with any other insurance carried by
or
for the benefit of Additional Insureds.
3. SEPARATION OF INSUREDS
Except with respect to the Limits of Insurance, and any rights or duties specifically assigned in this
policy to the first Named Insured, this insurance applies:
a) As if each Named Insured were the only Named Insured; and
b) Separately to each insured against whom claim is made or "suit' is brought.
4. NOTICE OF CANCELLATION
If we cancel this policy for any reason other than non-payment of premium, we will mail written
notice at
least 30 days before the effective date of cancellation to the Additional Insureds on file with the
Company.
If we cancel this policy for non-payment of premium, we will mail written notice at least 10 days
before the effective date of cancellation to the Additional Insureds on file with the Company.
5. WAIVER OF SUBROGATION
0 •
If the insured has rights to recover all or part of any payment we have made under this policy, those
rights are transferred to us. This insurance shall not be invalidated should the Named Insured
waive in writing, prior to a loss, any or all rights of recovery against any party for a loss occurring.
However, the insured must do nothing after a loss to impair these rights. At our request, the
insured will bring "suit" or transfer those rights to us and help us enforce them. This condition does
not apply to Medical Expenses Coverage.
Nothing herein contained shall vary, alter or extend any provision or condition of the Policy other than as above
stated.
NAMED INSURED: Gong Enterprises POLICY NO: 7RE78980501
Effective Date: 03/25/02 1 Expiration Date: 03/25/03
AMERICAN MANUFACTURERS MUTUAL INSURANCE COMPANY
/"iy-✓-
Authorized Signature: L Rita Scott
ISSUED: March 21, 2002
E
32400 PASEO ADELANTO
SAN JUAN CAPISTRANO, CA 92675
(949) 493-1171
(949) 493-1053 (FAX)
www.sanjuancapistrano.org
I1IF MINiEW4110ya
/� mnvunn
mumm 1961
1776
Gong Enterprises
7755 Center Avenue, Suite 800
Huntington Beach, California 92647
MEMBERS OF THE CITY COUNCIL
DIANE L. BATHGATE
COLLENE CAMPBELL
JOHN S. DELFT
WYATT HART
DAVID M. SWERDLIN
CITY MANAGER
GEORGE SCARBOROUGH
RE: Compliance with Insurance Requirements - Plan Check Services
The following insurance documents are due to expire:
General Liability Certificate 3/25/2002
General Liability Endorsement naming the City of San Juan Capistrano as
additional insured. t/
Y Automobile Liability Certificate 3/25/2002 V11
Professional Liability Certificate 3/25/2002 V
Please submit updated documentation to the City of San Juan Capistrano, attention City
Clerk's office, 32400 Paseo Adelanto, San Juan Capistrano, CA 92675 by the above
expiration dates. If you have any questions, please contact me at (949) 443-6310.
Sincerely,
Dawn M. Schanderl
Deputy City Clerk
cc: William Huber, Director of Engineering & Building
DRUG USE
IS
San Juan Capistrano: Preserving the Past to Enhance the Future
FROM ; GONFA ENTERPRISES INC PHONE NO. : 71437?496H W Jul. O2 2001 01:1EP11 P,,
67101
STA ■ E PC) BOX 807, SAN FRANCISCO,CA 94101 0807
comPENsAT10N
tNsuft ,il
FUND CERTIFICATE OF WORKERS' COMPENSATION INSURANCE.
110. ICY NUPMR. .125(5767 - 01
ISSUF DATE: 0701-01 CERTIFICATE VPIRFS: 07-01-02
CITY Of SAN JOAR_'CAPISTRANO .� �� + ` JOB: ALL OPERATIONS
BUILDING F,. SAFETY'O[PARTMENT
32400 PASEO AOELANTO
SAN JUAN CAPESTRANO, CA 92675
This is to certify that we have issued a valid Workers' GomPST1 t?h,r%' uraoed ,po
sati'licy In a form approved by the
California tnsuraoce Commissioner to the employer N�am'ed';'bdbjry� Y,eir'_'Me.'pet(i Y P6Aod - odit:lifted
This policy is not subject to cancellation by the Fund except upon 30*taYS' aevanef, wr tteri nonce to the employer.
We —it! also grva you 30 days" advance nonce should this policy 4e^canrelleC prior to. its normal expiration.
This certificate of insurance is not an insurance policy and 'doe* not: arttend„'extend Of'alrer the coverage afforded
by the policies listed hereon. Notwithstanding any requirement, term, or cbtaditian of anS contract Or other document
with respect to which this certificate of insurance maycbe Isstagd or mfy.:,per'jj :.the' nStaance afforded by the
Policies described herein iy subject to .alf the terms. exclusions and-cu7tiiitlors ot. such•iGollur. ;.
Z
PRESIDENT
EMPLOYER'S LIABILITY Lflt7T^iNCLU0IN6c DEv:,f�SilS<':S.];d10;6b0-. oO; PBR'DOCURIICNCE.
ENOOR%FWNT #2065 ENFITLED' CERTIFICATE';MDLDERB°�`NtlTiGE}Ef/ECTYVE''07101101 15 ATTACHED TO AN)
FORMS A PART OF THIS POLICY.
i^.
EMPI ()YFR +. ' - t ',IE�ltL PMNE
GONG ENTERPRISES. INC COW, ENTERPRISES, INC
1155 CENTER AVE STE-800
HUNTINGTON OH CA 92641
Certificate of Insurance
RECEIVED 1 of 1 #M28861
COVERAGES: THIS IS TO CERTIFY THAT POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED.
Description of Operations/LocationsNehicles/Restrictions/Special items:
CITY OF SAN JUAN CAPISTRANO AND THE COMMUNITY REDEVELOPMENT AGENCY, ITS ELECTED OR APPOINTED OFFICERS, OFFICIALS, EMPLOYEES AND
VOLUNTEERS ARE INCLUDED AS ADDITIONAL INSUREDS AS RESPECTS GENERAL LIABILITY REGARDING ALL OPERATIONS OF THE NAMED INSURED
`Written at aaareoate limits of liahility not less than amount shown
Certificate Holder.
THE AGGREGATE LIMIT IS THE TOTAL INSURANCE AVAILABLE FOR CLAIMS PRESENTED
Agency NamApRd A5dres9
J
36 �� �O I
THIS CERTIFICATE IS ISSUED AS A MATTER OF
Professional Practice
SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELED BEFORE THE EXPIRATION
INFORMATION ONLY AND CONFERS NO RIGHTS UPON
Insurance Brokers, Inc. CITY ";-i-.?.ti
32400 Paseo Adelanto
THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES
265 Bullard, #101 D p ' q ['H.'
NT
NOT AMEND, EXTEND OR ALTER THE COVERAGE
Fresno, CA 93704-1513 C I i 'r
SAN
AFFORDED THE POLICIES LISTED BELOW.
cc
Insureds Name and Address:
Companies Afford! Policies:
A.
Gong Enterprises
American Motorists Insurance C ompany
B.Lumbermens Mutual Casualty Company
7755 Center Avenue #800
c
Huntington Beach, CA 92647
D.
E.
F.
COVERAGES: THIS IS TO CERTIFY THAT POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED.
Description of Operations/LocationsNehicles/Restrictions/Special items:
CITY OF SAN JUAN CAPISTRANO AND THE COMMUNITY REDEVELOPMENT AGENCY, ITS ELECTED OR APPOINTED OFFICERS, OFFICIALS, EMPLOYEES AND
VOLUNTEERS ARE INCLUDED AS ADDITIONAL INSUREDS AS RESPECTS GENERAL LIABILITY REGARDING ALL OPERATIONS OF THE NAMED INSURED
`Written at aaareoate limits of liahility not less than amount shown
Certificate Holder.
THE AGGREGATE LIMIT IS THE TOTAL INSURANCE AVAILABLE FOR CLAIMS PRESENTED
WITHIN THE POLICY FOR ALL OPERATIONS OF THE INSURED.
City of San Juan Capistrano
CANCELLATION:
Dawn M Schanderl
SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELED BEFORE THE EXPIRATION
GATE THEREOF, THE ISSUING COMPANY, ITS AGENTS OR REPRESENTATIVES WILL MAIL 30
32400 Paseo Adelanto
DAYS WRITTEN NOTICE TO THE CERTIFICATE HOLDER NAMED TO THE LEFT, EXCEPT IN
San Juan Capistrano, CA 92675
THE EVENT OF CANCELLATION FOR NON-PAYMENT OF PREMIUM IN WHICH CASE 10 DAYS
NOTICE WILL BE GIVEN.
Authorize ep emative:
04/03/01
cc
�)
KEMPER PREMIER ENDORSEMENT
FOR ARCHITECTURE AND ENGINEERING FIRMS
This blanket endorsement modifies insurance provided under the following:
Named Insured: Gong Enterprises
Policy Term: 03/25/01 –03/25/02 Policy No. 7RE78980500
THE FOLLOWING IS ADDED TO THE BUSINESS OWNERS LIABILITY COVERAGE FORM, BP 71
El
Item 5. of Section C. – WHO IS AN INSURED, is deleted and replaced by the following:
ADDITIONAL INSURED — BY CONTRACT, AGREEMENT OR PERMIT
City of San Juan Capistrano and The Community Redevelopment Agency, its elected or appointed
officers, offlciais, employees and volunteers
Any person or organization (named above) to whom or to which you are obligated by virtue of a written
contract, agreement or Dermit to provide such insurance as afforded by this policy is an insured, but only with
respect to liability arising out of:
a. "Your work" for that insured by you, including work or operations performed on your behalf for that
insured;
b. Permits issued by state or political subdivision for operations performed by you; or
c. Premises you own, rent, occupy or use.
PRIMARY/NON-CONTRIBUTORY — This insurance is primary and is not additional to or contributing with
any other insurance carried by or for the benefit of Additional Insureds.
This provision does not apply unless the written contract or agreement has been executed, or the permit has
been issued, prior to the "bodily injury," " property damage," "personal injury" or "advertising injury."
This provision does not apply to any person or organization included as an insured under Additional Insured
– Vendors.
2.
SEPARATION OF INSUREDS — Except with respect to the Limits of Insurance, and any rights or duties
specifically assigned in this policy to the first Named Insured, this insurance applies:
a. As if each Named Insured were the only Named Insured; and
b. Separately to each insured against whom claim is made or suit is brought.
3.
NOTICE OF CANCELLATION
a. If we cancel this policy for any reason other than non-payment of premium, we will mail written
notice at least 30 days before the effective date of cancellation to the Additional Insureds on file
with the Company.
b. If we cancel this policy for non-payment of premium, we will mail written notice at least 10 days
before the effective date of cancellation to the Additional Insureds on file with the Company.
WAIVER OF SUBROGATION — V.2.a. Applicable to Businessowners Liability Coverage:
If the Insured has rights to recover all or part of any payment we have made under this policy, those rights
are transferred to us. This insurance shall not be invalidated should the Named Insured waive in writing,
prior to a loss, any or all rights of recovery against any party for a loss occurring. However, the insured must
do nothing after a loss to impair these rights. At our request, the insured will bring "suit" or transfer those
rights to us and help us enforce them. This condition does not apply to Medical Expenses Coverage.
Nothing herein contained shall vary, alter or extend any provision or condition of the Policy other than as above
stated
AMERJ N MOTORISTS INSURANCE COMPANY
Authorized Signature: Rita Scott
[ NOTE: MEETS OR EXCEEDS CG 20 10 11 85 ] ISSUED: April 3, 2001
•
32400 PASEO ADELANTO
SAN JUAN CAPISTRANO, CA 92675
(949) 493-1171
(949) 493-1053 (FAX)
www. sanjuan capistrano. org
December 21, 2001
Gong Enterprises
7755 Center Ave, Suite 1100
Huntington Beach, CA 92647
Dear Sir or Madam:
Jw�
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' uuuula 1961
1776
MEMBERS OF THE CITY COUNCIL
DIANE L. BATHGATE
JOHN S. GELFF
COLLENE CAMPBELL
WYATT HART
DAVID M. SWERDLIN
CITY MANAGER
GEORGE SCARBOROUGH
One December 4, 2001 the City Council of San Juan Capistrano approved a Personal
Services Agreement with Gong Enterprises to provide general engineering for a three-
year term, with (2) one-year extensions possible, not to exceed $50,000 per project
proposal, per year.
Prior to initiating work and in order to continue work under this agreement, evidence that
all terms under Section 14. Insurance must be current and on file in the City Clerk's
office.
Our records indicate that you have met these requirements. You may proceed with
work in coordination with the Engineering and Building Department.
If you have any questions regarding this agreement, please contact Jill Thomas,
Management Analyst, at (949) 443-6362. If you have questions related to the evidence
required under Section 14, please contact Dawn Schanderl, Deputy City Clerk, (949)
443-6310.
Sincerely, /
Meg na an, CMC
CitClerk
(94 443- 08
Enclosure: (1) original executed agreement for your records
cc: Jill Thomas, Management Analyst, William Huber, Engineering and Building
Director; Dawn Schanderl, Deputy City Clerk
San Juan Capistrano: Preserving the Past to Enhance the Future
• 0
2. INTRODUCTION OF COMMISSIONERS PRESENT AT MEETING (110.10)
Marie Buckner and Joanne de Guevara, Housing Advisory Committee; Ilse Byrnes,
Parks, Recreation and Equestrian Commission; Pastor Gary Tucker, president of
the Chamber of Commerce; Gil Jones, former Mayor, and his wife Millie; Sue Hart;
Joe Soto, Water Advisory Commission.
Mayor Bathgate recognized Council Member Hart and his wife Sue Hart for his year
of service to the City as Mayor.
ORAL COMMUNICATIONS: - None
CONSENT CALENDAR
Council Action: Moved by Council Member Campbell, seconded by Mayor pro tem John
S. Gelff and carried unanimously, 5-0, to approve items 1, 3 through 5, 7, 9 & 10 as
recommended by Staff.
MOTION TO READ ORDINANCES BY TITLE ONLY APPROVED.
APPROVAL OF MINUTES FROM THE REGULAR MEETING OF NOVEMBER 6,
2001 WITHDRAWN FROM THE AGENDA,
WARRANTS DATED NOVEMBER 15, 2001 IN THE AMOUNT OF $904,054.12:
AND PAYROLL WARRANTS DATED NOVEMBER 8, 2001 IN THE AMOUNT OF
$232,090.37 RECEIVED AND FILED. (300.30)
4. (38) CONSULTANT SERVICES AGREEMENTS APPROVED TO PROVIDE PLAN
CHECK AND DESIGN SERVICES FOR A THREE -YEAR TERM WITH TWO ONE-
YEAR EXTENSIONS, NOT TO EXCEED $50,000 PER PROJECT PROPOSAL,
PER YEAR. (600_.30)
The following companies were awarded Consultant Services agreement: AMEC
Earth & Environment, Inc.; Berryman & Henigar; Charles Abbott Associates; CgVL
Engineers; KFM Engineering; Norris-Repke, Inc.; P & D Consultants; Peter &
Associates; RBF Associates; Adams Streeter Civil Engineers; AKM Consulting
Engineers; Boyle Engineering; DH Civil Engineering; Focus Engineering; Gong
Enterprises; Hartzog & Crabill, Inc.; J.L. Patterson; KhrAssociates; La Belle Marvin;
LAN Engineering; Parsons Transportation; Richard Watson & Associates; RK
Engineering Group; Tetra Tech; The Keith Companies; Toal Engineering; Urban
Crossroads, Inc.; Van Dell & Associates; Willdan Associates; Esgil Corporation;
Cotton Shires and Associates; David H. Lee & Associates; Hetherington
CC Minutes 4 12-4-01
•
Engineering; Lawson & Associates; Petra Geotechnical, Inc.; Austin -Foust
Associates; Darnell & Associates; LSA Associates.
5. RESOLUTION NO. 01-12-04-02 ADOPTED ENTITLED "RESOLUTION OF THE
CITY COUNCIL OF THE CITY OF SAN JUAN CAPISTRANO, CALIFORNIA
APPROVING THE APPLICATION FOR GRANT FUNDS FOR THE ROBERTI-
Z'BERG-HARRIS URBAN OPEN SPACE AND RECREATION PROGRAM UNDER
THE SAFE NEIGHBORHOOD PARKS, CLEAN WATER, CLEAN AIR, AND
COASTAL PROTECTION BOND ACT OF 2000 FOR IMPROVEMENT OF THE
OLD HIGH SCHOOL SPORTS COURTS" (930.20)
6. CONSIDERATION OF ISSUES - LOS RIOS HISTORIC PARKING LOT (CIP NO.
125) (600.30)
Written Communications: Report dated December 4, 2001 from William M. Huber,
Engineering and Building Director.
Gil Jones, 31791 Los Rios Street, supported the recommended action and
encouraged that the project be completed in a timely manner.
Council Action: Moved by Council Member Hart, seconded by Council Member
Swerdlin and carried unanimously, 5-0, to direct City staff to return to a future
meeting with an analysis of the two options:
1. L-shaped parking lot running along the border of the Rios property and the
Niccola property.
2. The original design. Consistent with earlier direction, the option of a parking
lot on the CRA-Trulis property will not be considered.
Within those options staff will evaluate and provide recommendations on:
Appropriate buffer between the Niccola's and Montanez property and the
parking lot/RV storage;
• A "nature walk" connecting to Ramos Street
• Phased approach to allow the parking lot to be implemented as soon as
possible within the City's fiscal limitations.
Assumed within all option:
• The parking lot will be asphalt rather than gravel or other less improved
surface.
• The RV storage lot will be gravel
• The trees will be retained within the parking lot and RV storage to the
maximum extent practical.
• Security issues will be carefully evaluated
CC Minutes 5 12-4-01
0
12/04/01
AGENDA ITEM E 4
TO: George Scarborough, City Manager
FROM: William M. Huber, Director of Engineering and Building
SUBJECT: Consideration of Master Agreements for Long -Term Plan Check and Design
Services Team
RECOMMENDATION
By motion, approve 38 consultant service agreements to provide Plan Check and Design
Services for a (3) yearterm with (2) one-year extensions, not to exceed $50,000 per project
proposal, per year.
A. Summary and Recommendation
The concept of a Plan Check Team was originally introduced in 1992 and, to date,
has worked very well. It was created as a means to improve service delivery to
resident and developer plan check. The concept has proven successful in that it
has resulted in improved efficiencies. Our current contracts expire on
December 31, 2001. Therefore, staff has solicited proposals and is requesting that
38 firms be recommended for a three-year term with two one-year extensions.
B. Background
History
On January 21, 1992, City Council approved the concept of creating a plan
check consultant team consisting of a select group of consultants. The team
concept creates a long-term contract with each consultant. The purpose of
the team concept is to have available consultants with pre -approved
contracts and insurance in place and ready to go to work. The team
concept allows staff to expeditiously process all consultant plan checking.
In addition, the plan check team agreements all required that they perform
their services at a specified percentage of the City's fees, which guarantees
costs and assures that City staff is also compensated for processing from the
remaining balance. All consultants agree to a fee not to exceed 65% and
80% depending upon the type of plan check. In many instances, the fees
are negotiated lower, especially on larger projects. Upon expiration of the
initial three year term, and having had a positive experience with this
concept, the master listing was reviewed, updated, and again brought to
Council for approval in January 1997. The updated listing included design
services in addition to plan check services.
FOR CITY COUNCIL AGENDA.i�C'uC>
0
Agenda Item
Page 2
December 4, 2001
2. Selection Process
A Request for Proposal was sent to 44 firms. Many of these firms were on
the existing list, with others being added at a staff member's request. Of the
44 firms, 38 responded with proposals. The proposals included general
engineering and building firms, as well as a number of specialty firms. The
specialty firms include areas such as geotechnical, traffic, building structural
and water quality services. A review team consisting of the Department
Director and an Administrative Assistant reviewed the proposals for the
following elements:
• Consistency with the scope of work
• Ability to meet schedules
• Past performance of similar work
• Individual(s) specified to work on projects
• Ability to meet fee requirements
• Qualifications of firm in handling required work
Staff believes that all 38 firms qualify based on the above criteria. As this
is a three-year contract with two one-year extensions, there is no need to
narrow the field. Staff prefers to spread projects among the teams as work
becomes available. This provides more flexibility and allows work to be
performed in a more efficient and timely manner. The following list shows
the consultants and their areas of expertise:
General Engineering and Building Services
AMEC Earth & Environment, Inc.
Berryman & Henigar
Charles Abbott Associates, Inc.
CgVL Engineers
KFM Engineering
Norris-Repke, Inc.
P & D Consultants, Inc.
Peter & Associates
RBF Associates
General Engineering Only
Adams Streeter Civil Engineers, Inc.
AKM Consulting Engineers
0 0
Agenda Item
Page 3
December 4, 2001
General Engineering_ Continued
Boyle Engineering Corporation
DH Civil Engineering
Focus Engineering
Gong Enterprises
Hartzog & Crabill, Inc.
J. L. Patterson
KHR Associates
La Belle Marvin
LAN Engineering
Parsons Transportation
Richard Watson & Associates, Inc.
RK Engineering Group
Tetra Tech
The Keith Companies
Toal Engineering
Urban Crossroads, Inc.
Van Dell & Associates, Inc.
Willdan Associates
Building Services Only
Esgil Corporation
Geotechnical Services
Cotton Shires and Associates, Inc.
David H. Lee & Associates, Inc.
Hetherington Engineering, Inc.
Lawson & Associates, Inc.
Petra Geotechnical, Inc.
Traffic Services
Austin -Foust Associates, Inc.
Darnell & Associates, Inc.
LSA Associates, Inc.
0 0
Agenda Item
Page 4
December 4, 2001
3. Process
Plan Check Services - As previously stated, plan check services are to be
performed at a not -to -exceed fee based on a fixed percentage of the City's
calculated plan check cost. This eliminates the need to negotiate fees and
allows staff to select a consultant and request they perform the work at the
agreed upon price. No time is wasted with costly proposals, reviews, and
fee negotiations.
Design Services — Services not covered by fee recovery, such as design for
a City capital improvement project, will continue to require that staff solicit
proposals from at least three members of the team. Proposals will then be
evaluated and followed by consultant selection. If the fee exceeds the
amended limit established under the master contract, then it will be
forwarded to the City Council for review and approval. However, no new
agreements will be required norwill insurance certifications cause delays, as
they will already be in place.
COMMISSION/BOARD REVIEW, RECOMMENDATIONS
N/A
FINANCIAL CONSIDERATIONS
Costs for plan check services will be fully funded from engineering and building fees.
Design services would be funded from respective capital improvement projects. Based on
fees projected to be collected, a budget for consultant services is developed annually to
cover the costs of these contracts.
NOTIFICATION
N/A
ALTERNATE ACTIONS
By motion, approve 38 consultant service agreements to provide Plan Check and
Design Services for a (3) year term with (2) one-year extensions, not to exceed
$50,000 per project proposal, per year.
2. Do not approve.
Refer to staff for additional information.
0
Agenda Item
Page 5
December 4, 2001
RECOMMENDATION
By motion, approve 38 consultant service agreements to provide Plan Check and Design
Services fora (3) yearterm with (2) one-year extensions, not to exceed $50,000 per project
proposal, per year.
Respectfully Submitted,
William M. Huber, P.E.
Director, Engineering and Building
W M H/jt
Prepared By,
Jill Thomas
Administrative Assistant
Attachments 1. Request for Proposal
2. Sample Personal Service Agreement — Original agreements for each
individual firm are available in the City Clerk's office.
32400 PASEO ADELANTO
SAN JUAN CAPISTRANO, CA 92675
(949) 493-1171
(949) 493-1053 (FAX)
www.sanjuancapistrano.org
,aon
uununn
Isunnm 1961
1776
REQUEST FOR PROPOSAL
for
Professional Consulting Services
to
MEMBERS OF THE CITY COUNCIL
DANEL. BATHGATE
JOHN S. GELFF
JOHN GREINER
WYATT HART
DAVID M. SWERDLIN
CITY MANAGER
GEORGE SCARBOROUGH
PERFORM AND EXECUTE BUILDING AND ENGINEERING PLAN CHECKING,
GRADING PLAN CHECKING, REVIEW OF GEOTECHNICAL REPORTS, MAP
CHECKING, ENGINEERING AND ARCHITECTURAL SERVICES
GENERAL INFORMATION
It is the intent of the City of San Juan Capistrano, Department of Engineering & Building,
to establish a team of consultants to facilitate both building and engineering plan check,
engineering and architectural services. The services are generally described herein and
are intended to supplement staffs efforts where specific expertise is required or time
constraints necessitate consultant assistance. From the proposals, a team of consultants
will be selected who best represent expertise across the various specialty areas. The team
will become part of a four-year program in which the work load will be spread among the
team members. Work will be parceled out on an as -needed basis, and no specific
guarantee can be given as to the annual fees for consultant usage.
The consultant team will only be modified in the event consultants are dropped from the
list due to corporate changes or it is deemed by the City that additional consultants are
warranted.
INVITATION TO RESPOND
The City of San Juan Capistrano is soliciting proposals for professional consulting services.
In general, the tasks identified above and delineated herein are to be performed with
minimum direction and assistance from the City.
Inquiries concerning the RFP should be directed to William M. Huber, Engineering &
Building Director, 32400 Paseo Adelanto, San Juan Capistrano, CA 92675;
(949)443-6336.
San Juan Capistrano: Preserving the Past to Enhance the Future
P.
0
Request for Proposal Page 2
SUBMISSION OF PROPOSAL
Proposals may by submitted by mail or hand delivered. Proposals should be delivered to:
William M. Huber, Engineering & Building Director
City of San Juan Capistrano
32400 Paseo Adelanto
San Juan Capistrano, CA 92675
no later than 5:Q0 p.m., September 21, 2001
time.
FORM OF PROPOSAL
Proposals will not be accepted after this
Consultant proposals shall contain the following:
1. Statement of qualifications clearly indicating the services in which the firm is
interested;
2. Statement/discussion of services provided, including anticipated turnaround times and
ability of firm to handle requests on an as -needed basis;
3. Resumes of key personnel for various service areas;
4. Consultant fee schedules, including hourly rates and proposed flat fees;
5. Completed consultant self rating form included with this request for proposal.
EVALUATION OF PROPOSALS
The City of San Juan Capistrano is interested in selecting consultants who have the
experience and expertise to render plan checking, engineering and architectural services
in a comprehensive and timely manner. Accordingly, the evaluation criteria will consist
primarily of four parts:
1. Consultants' experience
2. Consultants' expertise
3. Consultants' ability to handle volume and meet time frames
4. Consultants' costs
Ll
Request for Proposal Page 3
It is important to the City that you identify the persons you will assign to various functions,
at which office they are assigned and whether they are full-time employees of your firm.
You should also address any conflict of interest that may exist and comment on solutions.
The City of San Juan Capistrano reserves the right to reject any and all proposals.
Nonacceptance of any proposal will not imply criticism . `the proposal or that any proposed
service was deficient. All participating candidates will be notified of the decision reached.
CONSULTANT'S RESPONSIBILITY
The Consultant shall perform the tasks as set forth herein:
A. Building Services
Review construction documents in accordance with the following uniform model
codes as amended by City ordinance:
a. Uniform Building Code -1998 California Building Code
b. Uniform Plumbing Code - 1998 California Plumbing Code
c. Uniform Mechanical Code - 1998 California Mechanical Code
d. National Electrical Code - 1996 Edition
e. California Code of Regulations - Title 24
Provide a comprehensive plan review as directed or provide only specified plan
review elements as follows:
a. Structural review and analysis of design and calculations
b. Inspection services
c. Other building services as may be defined
Provide geotechnical review and consultation regarding soil problems, features
or events.
B. Engineering/Architectural Services
Review construction documents and subdivision maps in conformance with the
following standards:
a. City of San Juan Capistrano Municipal Code
b. City of San Juan Capistrano and County of Orange applicable design
standards
c. Highway Design Manual standards
d. San Diego Regional Water Quality Control Permit
Request for Proposal Page 4
2. Provide comprehensive plan review or design services as directed for the
following elements:
a. Geotechnical review/design
b. Street improvements
c. Storm drain/hydrology reports/design
d. Traffic/striping improvements
e. Traffic studies
f. Sewer improvements
g. Landscaping improvements
h. Subdivision map checking
i. Structures (i.e., bridges)
j. Inspection services
k. Pavement analysis
I. Architectural design
m. Drafting
n. Water quality design and review
C. Document Transmittal
Pick up and resubmit plans to the City via the Building & Safety Division or
Engineering Division counter.
D. Performance Requirements
1. Plan Check Services
Render and remit a typed plan check correction/clarification list (two copies) to
the Engineering & Building Department within 10 working days from notification
by the City.
2. Engineering/Architectural Services
Complete services in a thorough and efficient manner, on time and within the
approved fee schedule.
1i
Request for Proposal Page 5
E. Fee Schedules
1. Engineering Fees
a. Plan Check
Engineering fees will be determined for plan check services based on the
attached fee schedule. The consultant shall bill on an hourly basis, not to
exceed 75% of the total fee, and fees may be negotiated lower if, in the
determination of the City, a lower fee is warranted.
b. Design/Architectural
Services will be negotiated on a project -by -project basis based on a pre -
agreed scope of work. Payment will be as determined by the City project
manager.
2. Building Fees
a. Plan Check
Total plan check at 80% of base plan check fee paid by applicant not
including any surcharges (base plan check fee). Base plan check fee will be
65% of building permit fee, not including surcharges.
Structural plan check is not to exceed 60% of base plan check fee, not
including any surcharges.
b. Other Services
Services will be negotiated on a project -by -project basis based on a pre -
agreed scope of work. Payment will be as determined by the City project
manager.
F. Maintenance of Records
The consultant will maintain all books, documents, papers, employee time sheets,
accounting records/ledgers and otherevidence pertaining to costs incurred and shall
make such materials available at their respective offices at all reasonable times
during the contract period and for three years from the date of final payment for
inspection by the City. The consultant shall furnish copies, if requested.
0 0
Request for Proposal Page 6
CITY'S RESPONSIBILITY
The City shall perform the tasks as set forth herein:
A. Establishment of Valuation (Plan Check Services Only)
Assign a valuation to the proposed work in accordance with the appropriate
Engineering or Building Division standards. The City shall collect all fees from the
applicant in connection with the services.
B. Project submittals
City will supply all necessary documentation/specifications, reports, studies,
calculations, etc., to Consultant as is readily available at the City.
C. Coordination
City will serve as project coordinator. On plan checking, the City will be responsible
for notifying the applicant when plans with corrections are available to pick up. The
City will route plans (preliminary/revised) to and from the Consultant.
SELECTION PROCESS
The Selection Committee, comprised of the Engineering & Building Director, Development
Services Manager and two Senior Engineers, will review the proposals submitted.
Candidates will be selected based on the proposals submitted, including qualifications of
staff, proposed fee schedules and ability to handle work load in a timely manner.
Very truly yours,
William M. Huber
Engineering and Building Director
W M H:jt
Attachments 1. Engineering Fees
2. Consultant Self -Rating Form
3. Sample of Personal Services Agreement
CONSULTANT SELF -RATING FORM
Consultants are asked to rate their expertise in the various fields listed below. The
information will be used by Staff in selecting consultants on specific types of work.
Consultants may rate themselves high on more than one category, but should not rate the
same in more than three categories. Building plan check and Engineering plan check are
considered separate services and should be rated independent of one another.
On a scale of 1 to 10, rate yourself with "1" being your strongest area of expertise and "10"
being a competent area of expertise. "N" or no rating will indicate no interest or company
expertise in that field.
BUILDING SERVICES
ENGINEERING SERVICES
Geotechnical Review
Geotechnical Design, Review &
Analysis
Electrical Review and Analysis
Street Improvements
Mechanical Review and Analysis
Storm Drain Improvements &
Hydrology Studies
Plumbing Review and Analysis
Traffic Circulation Studies
Energy Calculations
Traffic/Striping Improvements
Handicapped Provisions
Sewer Facilities Improvements
Inspection Services
Landscaping Improvements
Grading Plans
Subdivision Map Checking
Structures
Inspection Services
Pavement Analysis
Survey
Drafting Services
Water Quality Design and Review
FIRM NAME:
:?AM
DATE: 2001
. ENGINEERING FEES 0
Engineering Documents and Records
- Microfilm/Digital Storage' ................
$1.00 per sheet
- Document and Record Retrieval/Research/Review ..
$40.00 per hour
(Minimum Charge - One Hour)
- Digital Ortho Photo Imaging ................ ..
$500 per foot tile
(Includes $400 per foot tile + 2 hour mim staff time
@ $50 per hour)
- GIS Information Requests ....... .............................
As determined by City Enginebr
'Each person, firm or corporation shall pay a microfiche or digital storage fee for permit applications, plans,
specifications, calculations, soils reports, and all pertinent data
required to be maintained by state
regulations, per sheet.
Lot Line Adjustment
- Submittal and Processing ................................
$1,750
Map Processing (Due with Map Submittal)
- Tract maps' ...........................................
$1,000, plus $100 per lot
or unit up to 25, plus $50 per lot or
=
unit over 25
- Parcel maps ...........................................
$1,000, plus $100 per lottunit
- Records of survey ......................................
$Soo, plus $50 per lot
- CC&R's ............................................$500
'Duplicate Mylar Deposit ..
... $20 per sheet
Improvement Plan Processing
Public improvement plans (Due with Plan Submittal)
- Submittal $1,000
- Checking 3% of construction costs
- Hydrology/Hydraulic Studies (0-20 Acres) ...................
$4.50 per 0.1 acre ($450 min)
- Hydrology/Hydraulic Studies (Over 20 Acres) .............
.. $1,200, plus $1 per 0.1 acre
over 20 acres ($4,000 max)
- Sewer Studies (0-20 Acres) ...............................
$4.50 per 0 1 acre ($450 min)
- Sewer Studies (Over 20 Acres) ............................
$1,200, plus $1 per 0.1 acre
over 20 acres 1$4,000 max)
Private Improvement Plan Processing (Due w/Plan Submittal)
Submittal $500
- Checking 3% of construction costs
Map/Plan Processing Administration
Includes the preparation and processing of agreements, .........
3 '/,% of improvement costs
resolutions, City Council and Commission agenda reports,
($500 min) Payable prior to
presentation to commissions/boards, field investigation
improvement plan approval)
(Does not include advertising & recording fees)
Easements (Modification/Processing) ............. .......... As determined by City Engineer
(Does not include advertising & recording fees) ($500 min)
Street cut deposit for less than 500 square feet" ............... $500 to $1.0oo
Street cut deposit - over 500 square feet" ..... .... _ ........ As determined by City Engineer
"Refundable Deposit (upon completion of work)
Permit Issuance Fee ............. ................... ...$4o
Engineering Inspection Fee $50 per hour
Elevation Certificates (FEMA) ... $40
Miscellaneous Fees As determined by City Engineer
Development Inspections (Due Prior to Plan Approval)
Improvement costs up to $100,000 ........ 3 1/2% of improvement costs,
with a minimum of $100
Improvement costs $100,000 and over ... ... .... $3,500, plus 3% of improve-
ment costs over $100,000
1 of 2
0 0
Sureties and Deposits (Due prior to app, oval of Improvement
........... ... $1170 per acre
Agreement or Encroachment Permit Issuance, whichever is applicable)
... ..... .........$860 per acre
Faithful performance surety
$320 per acre
(released one year after the notice of completion) .............
100% of construction costs
Labor and material surety
$780 per acre
(released upon the completion of the project) ................
100°i of construction costs
Monumentation surety
(released upon the Engineer's certification of work) ...........
100 of monumentation costs
Water surety ............................................
As required by Capistrano —
Valley Water District
Parks & Recreation Fee ('see below)
Fee for 49 units or less
- Single family detached dwelling units ............................. $4,640 per unit
- Attached Units, including duplex, townhomes & apart, nts........... $4,390 per unit
- Mobile Homes $2,877 per unit
Fee for 50 units or more (Land dedication may be .................... a units x occupancy factor*
substituted for fee) .......................................... I . x 5 acr/1000 occ x $302,500 acr
'Occupancy Factor
- Single Family ............................................ 3.2 ocaunit
- Attached units, including duplex, townhouse & apartments............ 2 9 ocaunit
- Mobile Homes .................... 1. ....... ........ I .... 1.8 ocaunit
Sewer Capacity Fee (Due Prior to Building Permit)
- Residential ....... $3,165 per unit
- Commercial, Industrial, Non -Residential ("see below) .............. $3,165 per 1500 SF of floor
area or fraction thereof
Agricultural Preservation (Due Prior to Building Permit)
- Residential ........ $500 per unit
- Commercial/Non-Residential ...... .. .... .. ......... ... $1000 per acre
Drainage Area Fees ('see below)
L01
........... ... $1170 per acre
L02 ........ ............
... ..... .........$860 per acre
L03
$320 per acre
L05 ...................
..............�....... ..$170 per acre
M01
$780 per acre
L01 S02
$1470 per acre
Advanced Energy Fee (Street Lights) (Due Prior to Plan Approval)
Lamp Size Single Double
7,000 Lumens $90 per light $126.60 per light
20,000 Lumens $126.20 per light $187.50 per light
'Parks 8 Recreation and Drainage Fees are due prior to Subdivision Map Approval. For properties not requiring
maps, these fees are due prior to Building Permit Issuance.
"Sewer capacity fees are due prior to Building Permit Issuance for any increase in building size.
NOTE: Additional fees may be required by the Building 8 Safety Division, the Department of Planning
Services & the Capistrano Valley Water District.
Parks & Recreation Sewer and Agricultural Preservation Fees are due prior to
Building Permit Issuance for all Secondary Dwelling Units
Revised 6101, c,\wpwm\wpdocs\other\fees
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